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
1326
$91K ﹤0.01%
+8,270
1327
$90K ﹤0.01%
+1,719
1328
$90K ﹤0.01%
+12,552
1329
$90K ﹤0.01%
+889
1330
$90K ﹤0.01%
+2,850
1331
$90K ﹤0.01%
+449
1332
$89K ﹤0.01%
+5,894
1333
$89K ﹤0.01%
+1,298
1334
$88K ﹤0.01%
+487
1335
$88K ﹤0.01%
+2,449
1336
$88K ﹤0.01%
+817
1337
$88K ﹤0.01%
+734
1338
$88K ﹤0.01%
+1,928
1339
$88K ﹤0.01%
+2,370
1340
$87K ﹤0.01%
+230
1341
$87K ﹤0.01%
+378
1342
$87K ﹤0.01%
+775
1343
$87K ﹤0.01%
+440
1344
$86K ﹤0.01%
+1,016
1345
$86K ﹤0.01%
+1,628
1346
$86K ﹤0.01%
+4,404
1347
$86K ﹤0.01%
+274
1348
$86K ﹤0.01%
+130
1349
$86K ﹤0.01%
+207
1350
$86K ﹤0.01%
+1,204
52 53
54
55 56