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
1501
$59K ﹤0.01%
+1,466
1502
$59K ﹤0.01%
+2,123
1503
$59K ﹤0.01%
+1,608
1504
$59K ﹤0.01%
+6,401
1505
$59K ﹤0.01%
+297
1506
$59K ﹤0.01%
+5,553
1507
$59K ﹤0.01%
+328
1508
$59K ﹤0.01%
+2,698
1509
$58K ﹤0.01%
+3,277
1510
$58K ﹤0.01%
+1,277
1511
$58K ﹤0.01%
+9,782
1512
$58K ﹤0.01%
+2,709
1513
$58K ﹤0.01%
+1,166
1514
$58K ﹤0.01%
+510
1515
$58K ﹤0.01%
+1,166
1516
$58K ﹤0.01%
+490
1517
$58K ﹤0.01%
+81,290
1518
$57K ﹤0.01%
+468
1519
$57K ﹤0.01%
+872
1520
$57K ﹤0.01%
+650
1521
$57K ﹤0.01%
+628
1522
$57K ﹤0.01%
+594
1523
$56K ﹤0.01%
+983
1524
$56K ﹤0.01%
+1,028
1525
$56K ﹤0.01%
+1,742
59 60
61
62 63