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
1301
$98K ﹤0.01%
+144
1302
$97K ﹤0.01%
+538
1303
$97K ﹤0.01%
+727
1304
$97K ﹤0.01%
+1,000
1305
$97K ﹤0.01%
+222
1306
$96K ﹤0.01%
+4,552
1307
$96K ﹤0.01%
+1,348
1308
$96K ﹤0.01%
+3,212
1309
$96K ﹤0.01%
+629
1310
$96K ﹤0.01%
+2,825
1311
$95K ﹤0.01%
+1,125
1312
$95K ﹤0.01%
+684
1313
$95K ﹤0.01%
+612
1314
$95K ﹤0.01%
+298
1315
$95K ﹤0.01%
+14,115
1316
$94K ﹤0.01%
+3,201
1317
$94K ﹤0.01%
+1,307
1318
$94K ﹤0.01%
+1,735
1319
$94K ﹤0.01%
+3,585
1320
$93K ﹤0.01%
+1,357
1321
$93K ﹤0.01%
+1,235
1322
$92K ﹤0.01%
+2,263
1323
$92K ﹤0.01%
+7,829
1324
$92K ﹤0.01%
+1,911
1325
$92K ﹤0.01%
+411
51 52
53
54 55