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
1476
$64K ﹤0.01%
+718
1477
$64K ﹤0.01%
+1,950
1478
$64K ﹤0.01%
+1,739
1479
$63K ﹤0.01%
+178
1480
$62K ﹤0.01%
+745
1481
$62K ﹤0.01%
+934
1482
$62K ﹤0.01%
+1,337
1483
$62K ﹤0.01%
+928
1484
$62K ﹤0.01%
+3,399
1485
$62K ﹤0.01%
+667
1486
$62K ﹤0.01%
+552
1487
$62K ﹤0.01%
+651
1488
$62K ﹤0.01%
+1,218
1489
$62K ﹤0.01%
+2,403
1490
$61K ﹤0.01%
+592
1491
$61K ﹤0.01%
+2,336
1492
$61K ﹤0.01%
+181
1493
$61K ﹤0.01%
+685
1494
$60K ﹤0.01%
+592
1495
$60K ﹤0.01%
+1,352
1496
$60K ﹤0.01%
+377
1497
$60K ﹤0.01%
+2,690
1498
$60K ﹤0.01%
+1,055
1499
$59K ﹤0.01%
+1,108
1500
$59K ﹤0.01%
+876
58 59
60
61 62