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
1376
$83K ﹤0.01%
+1,116
1377
$83K ﹤0.01%
+7,690
1378
$83K ﹤0.01%
+11,897
1379
$83K ﹤0.01%
+1,034
1380
$82K ﹤0.01%
+2,193
1381
$82K ﹤0.01%
+2,393
1382
$82K ﹤0.01%
+2,179
1383
$82K ﹤0.01%
+5,236
1384
$82K ﹤0.01%
+1,209
1385
$82K ﹤0.01%
+823
1386
$81K ﹤0.01%
+1,508
1387
$81K ﹤0.01%
+539
1388
$81K ﹤0.01%
+3,384
1389
$80K ﹤0.01%
+155
1390
$80K ﹤0.01%
+1,907
1391
$79K ﹤0.01%
+3,632
1392
$79K ﹤0.01%
+4,567
1393
$79K ﹤0.01%
+4,296
1394
$79K ﹤0.01%
+5,636
1395
$78K ﹤0.01%
+566
1396
$78K ﹤0.01%
+3,713
1397
$78K ﹤0.01%
+1,065
1398
$78K ﹤0.01%
+3,119
1399
$77K ﹤0.01%
+1,157
1400
$77K ﹤0.01%
+736
54 55
56
57 58