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
1401
$77K ﹤0.01%
+3,094
1402
$77K ﹤0.01%
+2,084
1403
$77K ﹤0.01%
+18,100
1404
$77K ﹤0.01%
+4,510
1405
$77K ﹤0.01%
+1,449
1406
$76K ﹤0.01%
+2,298
1407
$76K ﹤0.01%
+741
1408
$76K ﹤0.01%
+1,768
1409
$76K ﹤0.01%
+2,756
1410
$76K ﹤0.01%
+1,389
1411
$76K ﹤0.01%
+3,996
1412
$76K ﹤0.01%
+2,970
1413
$76K ﹤0.01%
+1,261
1414
$75K ﹤0.01%
+1,860
1415
$75K ﹤0.01%
+1,200
1416
$75K ﹤0.01%
+1,680
1417
$74K ﹤0.01%
+3,036
1418
$74K ﹤0.01%
+3,902
1419
$74K ﹤0.01%
+1,074
1420
$74K ﹤0.01%
+2,433
1421
$74K ﹤0.01%
+894
1422
$73K ﹤0.01%
+1,381
1423
$73K ﹤0.01%
+506
1424
$73K ﹤0.01%
+3,072
1425
$73K ﹤0.01%
+942
55 56
57
58 59