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
1801
$28K ﹤0.01%
+236
1802
$28K ﹤0.01%
+529
1803
$28K ﹤0.01%
+773
1804
$28K ﹤0.01%
+656
1805
$28K ﹤0.01%
+532
1806
$28K ﹤0.01%
+1,970
1807
$28K ﹤0.01%
+1,104
1808
$28K ﹤0.01%
+632
1809
$28K ﹤0.01%
+402
1810
$28K ﹤0.01%
+270
1811
$28K ﹤0.01%
+2,007
1812
$28K ﹤0.01%
+1,235
1813
$28K ﹤0.01%
+169
1814
$28K ﹤0.01%
+3,000
1815
$28K ﹤0.01%
+1,400
1816
$28K ﹤0.01%
+1,545
1817
$28K ﹤0.01%
+386
1818
$27K ﹤0.01%
+585
1819
$27K ﹤0.01%
+587
1820
$27K ﹤0.01%
+457
1821
$27K ﹤0.01%
+7,008
1822
$27K ﹤0.01%
+241
1823
$27K ﹤0.01%
+500
1824
$27K ﹤0.01%
+215
1825
$27K ﹤0.01%
+480
71 72
73
74 75