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
1151
$148K ﹤0.01%
+696
1152
$147K ﹤0.01%
+2,250
1153
$147K ﹤0.01%
+195
1154
$147K ﹤0.01%
+4,802
1155
$147K ﹤0.01%
+278
1156
$147K ﹤0.01%
+4,475
1157
$144K ﹤0.01%
+5,640
1158
$143K ﹤0.01%
+463
1159
$143K ﹤0.01%
+1,718
1160
$142K ﹤0.01%
+3,530
1161
$142K ﹤0.01%
+573
1162
$142K ﹤0.01%
+3,407
1163
$142K ﹤0.01%
+4,088
1164
$142K ﹤0.01%
+1,370
1165
$142K ﹤0.01%
+541
1166
$141K ﹤0.01%
+3,203
1167
$141K ﹤0.01%
+413
1168
$141K ﹤0.01%
+5,184
1169
$140K ﹤0.01%
+7,871
1170
$139K ﹤0.01%
+4,787
1171
$139K ﹤0.01%
+4,612
1172
$139K ﹤0.01%
+1,314
1173
$138K ﹤0.01%
+2,635
1174
$138K ﹤0.01%
+3,185
1175
$138K ﹤0.01%
+845
45 46
47
48 49