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
1226
$118K ﹤0.01%
+79
1227
$118K ﹤0.01%
+2,736
1228
$118K ﹤0.01%
+996
1229
$118K ﹤0.01%
+869
1230
$118K ﹤0.01%
+7,303
1231
$118K ﹤0.01%
+2,464
1232
$118K ﹤0.01%
+754
1233
$118K ﹤0.01%
+2,125
1234
$117K ﹤0.01%
+32,648
1235
$117K ﹤0.01%
+6,254
1236
$117K ﹤0.01%
+5,650
1237
$117K ﹤0.01%
+1,921
1238
$117K ﹤0.01%
+7,739
1239
$117K ﹤0.01%
+6,500
1240
$116K ﹤0.01%
+1,215
1241
$115K ﹤0.01%
+2,463
1242
$115K ﹤0.01%
+8,067
1243
$115K ﹤0.01%
+1,264
1244
$115K ﹤0.01%
+1,016
1245
$114K ﹤0.01%
+4,837
1246
$113K ﹤0.01%
+4,617
1247
$113K ﹤0.01%
+6,869
1248
$113K ﹤0.01%
+275
1249
$112K ﹤0.01%
+2,154
1250
$112K ﹤0.01%
+6,973
48 49
50
51 52