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
1651
$41K ﹤0.01%
+2,249
1652
$41K ﹤0.01%
+1,262
1653
$41K ﹤0.01%
+1,500
1654
$41K ﹤0.01%
+1,525
1655
$41K ﹤0.01%
+4,437
1656
$41K ﹤0.01%
+903
1657
$41K ﹤0.01%
+1,677
1658
$41K ﹤0.01%
+5,880
1659
$40K ﹤0.01%
+222
1660
$40K ﹤0.01%
+2,998
1661
$40K ﹤0.01%
+460
1662
$40K ﹤0.01%
+454
1663
$40K ﹤0.01%
+1,255
1664
$40K ﹤0.01%
+492
1665
$40K ﹤0.01%
+12,000
1666
$40K ﹤0.01%
+1,301
1667
$40K ﹤0.01%
+717
1668
$40K ﹤0.01%
+798
1669
$40K ﹤0.01%
+165
1670
$40K ﹤0.01%
+903
1671
$39K ﹤0.01%
+5,758
1672
$39K ﹤0.01%
+760
1673
$39K ﹤0.01%
+2,958
1674
$39K ﹤0.01%
+771
1675
$39K ﹤0.01%
+1,078
65 66
67
68 69