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
1726
$35K ﹤0.01%
+550
1727
$35K ﹤0.01%
+932
1728
$35K ﹤0.01%
+975
1729
$35K ﹤0.01%
+484
1730
$34K ﹤0.01%
+758
1731
$34K ﹤0.01%
+468
1732
$34K ﹤0.01%
+320
1733
$34K ﹤0.01%
+610
1734
$34K ﹤0.01%
+202
1735
$34K ﹤0.01%
+738
1736
$34K ﹤0.01%
+599
1737
$34K ﹤0.01%
+517
1738
$34K ﹤0.01%
+105
1739
$34K ﹤0.01%
+337
1740
$34K ﹤0.01%
+400
1741
$34K ﹤0.01%
+3,117
1742
$33K ﹤0.01%
+542
1743
$33K ﹤0.01%
+325
1744
$33K ﹤0.01%
+182
1745
$33K ﹤0.01%
+904
1746
$33K ﹤0.01%
+927
1747
$33K ﹤0.01%
+1,321
1748
$33K ﹤0.01%
+750
1749
$33K ﹤0.01%
+643
1750
$33K ﹤0.01%
+426
68 69
70
71 72