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
1901
$24K ﹤0.01%
+109
1902
$24K ﹤0.01%
+1,192
1903
$24K ﹤0.01%
+1,074
1904
$24K ﹤0.01%
+1,000
1905
$24K ﹤0.01%
+748
1906
$23K ﹤0.01%
+1,566
1907
$23K ﹤0.01%
+120
1908
$23K ﹤0.01%
+75
1909
$23K ﹤0.01%
+822
1910
$23K ﹤0.01%
+784
1911
$23K ﹤0.01%
+296
1912
$23K ﹤0.01%
+193
1913
$23K ﹤0.01%
+700
1914
$23K ﹤0.01%
+230
1915
$23K ﹤0.01%
+517
1916
$23K ﹤0.01%
+1,478
1917
$23K ﹤0.01%
+803
1918
$23K ﹤0.01%
+1,244
1919
$23K ﹤0.01%
+138
1920
$23K ﹤0.01%
+1,504
1921
$23K ﹤0.01%
+1,290
1922
$23K ﹤0.01%
+2,281
1923
$23K ﹤0.01%
+214
1924
$23K ﹤0.01%
+3,095
1925
$23K ﹤0.01%
+818
75 76
77
78 79