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
1251
$112K ﹤0.01%
+3,726
1252
$112K ﹤0.01%
+5,910
1253
$111K ﹤0.01%
+5,225
1254
$111K ﹤0.01%
+13,674
1255
$111K ﹤0.01%
+3,975
1256
$111K ﹤0.01%
+4,372
1257
$111K ﹤0.01%
+1,029
1258
$110K ﹤0.01%
+1,536
1259
$109K ﹤0.01%
+4,083
1260
$109K ﹤0.01%
+3,349
1261
$108K ﹤0.01%
+2,580
1262
$108K ﹤0.01%
+1,540
1263
$108K ﹤0.01%
+1,387
1264
$107K ﹤0.01%
+847
1265
$107K ﹤0.01%
+2,500
1266
$107K ﹤0.01%
+1,724
1267
$107K ﹤0.01%
+2,377
1268
$106K ﹤0.01%
+2,270
1269
$106K ﹤0.01%
+3,600
1270
$106K ﹤0.01%
+681
1271
$106K ﹤0.01%
+3,486
1272
$106K ﹤0.01%
+1,744
1273
$106K ﹤0.01%
+2,362
1274
$105K ﹤0.01%
+1,001
1275
$105K ﹤0.01%
+196
49 50
51
52 53