Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.2B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,703
New
Increased
Reduced
Closed

Top Buys

1
+$938M
2
+$859M
3
+$566M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$559M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$384M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.26%
2 Healthcare 5.46%
3 Financials 3.63%
4 Consumer Discretionary 2.55%
5 Industrials 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$154K ﹤0.01%
+3,149
1127
$154K ﹤0.01%
+10,203
1128
$154K ﹤0.01%
+4,162
1129
$154K ﹤0.01%
+272
1130
$154K ﹤0.01%
+5,551
1131
$153K ﹤0.01%
+1,140
1132
$153K ﹤0.01%
+1,873
1133
$153K ﹤0.01%
+2,634
1134
$152K ﹤0.01%
+1,795
1135
$152K ﹤0.01%
+2,800
1136
$152K ﹤0.01%
+1,118
1137
$151K ﹤0.01%
+2,641
1138
$151K ﹤0.01%
+10,739
1139
$151K ﹤0.01%
+766
1140
$150K ﹤0.01%
+395
1141
$150K ﹤0.01%
+770
1142
$150K ﹤0.01%
+9,491
1143
$150K ﹤0.01%
+17,000
1144
$149K ﹤0.01%
+858
1145
$149K ﹤0.01%
+1,923
1146
$149K ﹤0.01%
+10,590
1147
$149K ﹤0.01%
+2,440
1148
$149K ﹤0.01%
+910
1149
$148K ﹤0.01%
+1,056
1150
$148K ﹤0.01%
+1,810
44 45
46
47 48