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
1776
$30K ﹤0.01%
+2,122
1777
$30K ﹤0.01%
+999
1778
$30K ﹤0.01%
+336
1779
$30K ﹤0.01%
+1,729
1780
$30K ﹤0.01%
+5,500
1781
$30K ﹤0.01%
+151
1782
$30K ﹤0.01%
+1,699
1783
$30K ﹤0.01%
+1,537
1784
$30K ﹤0.01%
+3,415
1785
$30K ﹤0.01%
+1,690
1786
$29K ﹤0.01%
+947
1787
$29K ﹤0.01%
+1,655
1788
$29K ﹤0.01%
+1,716
1789
$29K ﹤0.01%
+1,500
1790
$29K ﹤0.01%
+284
1791
$29K ﹤0.01%
+557
1792
$29K ﹤0.01%
+454
1793
$29K ﹤0.01%
+85
1794
$29K ﹤0.01%
+837
1795
$29K ﹤0.01%
+936
1796
$29K ﹤0.01%
+150
1797
$29K ﹤0.01%
+780
1798
$29K ﹤0.01%
+80
1799
$28K ﹤0.01%
+245
1800
$28K ﹤0.01%
+1,228
70 71
72
73 74