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
1176
$137K ﹤0.01%
+877
1177
$137K ﹤0.01%
+1,855
1178
$136K ﹤0.01%
+1,748
1179
$136K ﹤0.01%
+3,128
1180
$136K ﹤0.01%
+2,975
1181
$136K ﹤0.01%
+5,921
1182
$136K ﹤0.01%
+2,309
1183
$136K ﹤0.01%
+9,608
1184
$135K ﹤0.01%
+5,474
1185
$135K ﹤0.01%
+8,858
1186
$134K ﹤0.01%
+2,824
1187
$134K ﹤0.01%
+4,397
1188
$134K ﹤0.01%
+3,545
1189
$134K ﹤0.01%
+10,000
1190
$134K ﹤0.01%
+2,075
1191
$134K ﹤0.01%
+5,158
1192
$133K ﹤0.01%
+1,705
1193
$133K ﹤0.01%
+3,182
1194
$132K ﹤0.01%
+4,461
1195
$132K ﹤0.01%
+2,864
1196
$131K ﹤0.01%
+1,681
1197
$131K ﹤0.01%
+2,602
1198
$131K ﹤0.01%
+265
1199
$131K ﹤0.01%
+13,441
1200
$129K ﹤0.01%
+2,500
46 47
48
49 50