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
1201
$129K ﹤0.01%
+1,840
1202
$128K ﹤0.01%
+9,214
1203
$128K ﹤0.01%
+915
1204
$128K ﹤0.01%
+3,043
1205
$128K ﹤0.01%
+1,430
1206
$127K ﹤0.01%
+1,959
1207
$127K ﹤0.01%
+2,521
1208
$126K ﹤0.01%
+2,224
1209
$126K ﹤0.01%
+781
1210
$126K ﹤0.01%
+33,472
1211
$125K ﹤0.01%
+1,211
1212
$125K ﹤0.01%
+10,280
1213
$124K ﹤0.01%
+1,193
1214
$124K ﹤0.01%
+5,353
1215
$123K ﹤0.01%
+1,000
1216
$123K ﹤0.01%
+1,070
1217
$123K ﹤0.01%
+1,368
1218
$122K ﹤0.01%
+1,303
1219
$122K ﹤0.01%
+2,186
1220
$121K ﹤0.01%
+4,106
1221
$121K ﹤0.01%
+7,031
1222
$119K ﹤0.01%
+1,150
1223
$119K ﹤0.01%
+1,558
1224
$119K ﹤0.01%
+4,171
1225
$119K ﹤0.01%
+1,810
47 48
49
50 51