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
1826
$27K ﹤0.01%
+435
1827
$27K ﹤0.01%
+782
1828
$27K ﹤0.01%
+382
1829
$27K ﹤0.01%
+314
1830
$27K ﹤0.01%
+328
1831
$27K ﹤0.01%
+1,309
1832
$27K ﹤0.01%
+377
1833
$27K ﹤0.01%
+462
1834
$27K ﹤0.01%
+619
1835
$27K ﹤0.01%
+530
1836
$27K ﹤0.01%
+1,038
1837
$26K ﹤0.01%
+654
1838
$26K ﹤0.01%
+498
1839
$26K ﹤0.01%
+676
1840
$26K ﹤0.01%
+1,725
1841
$26K ﹤0.01%
+105
1842
$26K ﹤0.01%
+783
1843
$26K ﹤0.01%
+661
1844
$26K ﹤0.01%
+272
1845
$26K ﹤0.01%
+3,291
1846
$26K ﹤0.01%
+2,844
1847
$26K ﹤0.01%
+3,712
1848
$26K ﹤0.01%
+1,770
1849
$26K ﹤0.01%
+1,678
1850
$26K ﹤0.01%
+1,366
72 73
74
75 76