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
1351
$86K ﹤0.01%
+220
1352
$86K ﹤0.01%
+298
1353
$86K ﹤0.01%
+3,004
1354
$86K ﹤0.01%
+2,267
1355
$86K ﹤0.01%
+13,424
1356
$86K ﹤0.01%
+417
1357
$85K ﹤0.01%
+1,798
1358
$85K ﹤0.01%
+1,440
1359
$85K ﹤0.01%
+466
1360
$85K ﹤0.01%
+4,677
1361
$85K ﹤0.01%
+876
1362
$85K ﹤0.01%
+939
1363
$85K ﹤0.01%
+9,725
1364
$85K ﹤0.01%
+4,718
1365
$84K ﹤0.01%
+414
1366
$84K ﹤0.01%
+574
1367
$84K ﹤0.01%
+1,941
1368
$84K ﹤0.01%
+1,069
1369
$84K ﹤0.01%
+745
1370
$84K ﹤0.01%
+458
1371
$84K ﹤0.01%
+1,871
1372
$84K ﹤0.01%
+3,748
1373
$84K ﹤0.01%
+508
1374
$84K ﹤0.01%
+2,197
1375
$83K ﹤0.01%
+3,975
53 54
55
56 57