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
1851
$26K ﹤0.01%
+1,003
1852
$26K ﹤0.01%
+1,014
1853
$26K ﹤0.01%
+127
1854
$26K ﹤0.01%
+103
1855
$26K ﹤0.01%
+613
1856
$26K ﹤0.01%
+450
1857
$26K ﹤0.01%
+238
1858
$26K ﹤0.01%
+313
1859
$26K ﹤0.01%
+59
1860
$26K ﹤0.01%
+1,096
1861
$25K ﹤0.01%
+200
1862
$25K ﹤0.01%
+279
1863
$25K ﹤0.01%
+317
1864
$25K ﹤0.01%
+759
1865
$25K ﹤0.01%
+183
1866
$25K ﹤0.01%
+15,960
1867
$25K ﹤0.01%
+181
1868
$25K ﹤0.01%
+1,607
1869
$25K ﹤0.01%
+165
1870
$25K ﹤0.01%
+982
1871
$25K ﹤0.01%
+997
1872
$25K ﹤0.01%
+485
1873
$25K ﹤0.01%
+500
1874
$25K ﹤0.01%
+230
1875
$25K ﹤0.01%
+310
73 74
75
76 77