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
1276
$104K ﹤0.01%
+1,134
1277
$104K ﹤0.01%
+643
1278
$104K ﹤0.01%
+2,847
1279
$104K ﹤0.01%
+895
1280
$103K ﹤0.01%
+440
1281
$102K ﹤0.01%
+4,126
1282
$102K ﹤0.01%
+1,110
1283
$102K ﹤0.01%
+161
1284
$102K ﹤0.01%
+788
1285
$102K ﹤0.01%
+1,570
1286
$101K ﹤0.01%
+2,106
1287
$101K ﹤0.01%
+4,900
1288
$100K ﹤0.01%
+4,609
1289
$100K ﹤0.01%
+4,987
1290
$100K ﹤0.01%
+3,698
1291
$100K ﹤0.01%
+437
1292
$100K ﹤0.01%
+1,598
1293
$99K ﹤0.01%
+856
1294
$99K ﹤0.01%
+3,576
1295
$99K ﹤0.01%
+2,294
1296
$99K ﹤0.01%
+2,680
1297
$99K ﹤0.01%
+1,958
1298
$99K ﹤0.01%
+992
1299
$98K ﹤0.01%
+1,465
1300
$98K ﹤0.01%
+313
50 51
52
53 54