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
1551
$52K ﹤0.01%
+2,510
1552
$52K ﹤0.01%
+850
1553
$52K ﹤0.01%
+2,127
1554
$52K ﹤0.01%
+1,221
1555
$52K ﹤0.01%
+1,520
1556
$52K ﹤0.01%
+1,204
1557
$51K ﹤0.01%
+544
1558
$51K ﹤0.01%
+1,215
1559
$51K ﹤0.01%
+691
1560
$50K ﹤0.01%
+247
1561
$50K ﹤0.01%
+1,077
1562
$50K ﹤0.01%
+2,500
1563
$50K ﹤0.01%
+381
1564
$50K ﹤0.01%
+369
1565
$50K ﹤0.01%
+1,016
1566
$50K ﹤0.01%
+1,898
1567
$50K ﹤0.01%
+173
1568
$49K ﹤0.01%
+859
1569
$49K ﹤0.01%
+1,858
1570
$49K ﹤0.01%
+1,488
1571
$49K ﹤0.01%
+3,201
1572
$49K ﹤0.01%
+2,962
1573
$49K ﹤0.01%
+815
1574
$49K ﹤0.01%
+5,000
1575
$49K ﹤0.01%
+1,172
61 62
63
64 65