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
1426
$73K ﹤0.01%
+1,244
1427
$73K ﹤0.01%
+698
1428
$72K ﹤0.01%
+2,669
1429
$72K ﹤0.01%
+3,408
1430
$72K ﹤0.01%
+651
1431
$72K ﹤0.01%
+883
1432
$72K ﹤0.01%
+3,512
1433
$72K ﹤0.01%
+224
1434
$71K ﹤0.01%
+14,112
1435
$71K ﹤0.01%
+2,316
1436
$71K ﹤0.01%
+1,804
1437
$71K ﹤0.01%
+972
1438
$71K ﹤0.01%
+700
1439
$71K ﹤0.01%
+1,176
1440
$71K ﹤0.01%
+12,777
1441
$70K ﹤0.01%
+377
1442
$70K ﹤0.01%
+1,564
1443
$69K ﹤0.01%
+274
1444
$69K ﹤0.01%
+1,055
1445
$69K ﹤0.01%
+506
1446
$69K ﹤0.01%
+584
1447
$68K ﹤0.01%
+1,501
1448
$68K ﹤0.01%
+1,040
1449
$68K ﹤0.01%
+232
1450
$68K ﹤0.01%
+1,741
56 57
58
59 60