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
1926
$23K ﹤0.01%
+518
1927
$23K ﹤0.01%
+384
1928
$22K ﹤0.01%
+143
1929
$22K ﹤0.01%
+2,000
1930
$22K ﹤0.01%
+168
1931
$22K ﹤0.01%
+83
1932
$22K ﹤0.01%
+183
1933
$22K ﹤0.01%
+1,000
1934
$22K ﹤0.01%
+284
1935
$22K ﹤0.01%
+300
1936
$22K ﹤0.01%
+560
1937
$22K ﹤0.01%
+215
1938
$22K ﹤0.01%
+314
1939
$22K ﹤0.01%
+8,491
1940
$22K ﹤0.01%
+5,007
1941
$22K ﹤0.01%
+1,549
1942
$22K ﹤0.01%
+1,276
1943
$22K ﹤0.01%
+432
1944
$22K ﹤0.01%
+229
1945
$22K ﹤0.01%
+366
1946
$22K ﹤0.01%
+856
1947
$22K ﹤0.01%
+566
1948
$22K ﹤0.01%
+851
1949
$22K ﹤0.01%
+1,056
1950
$22K ﹤0.01%
+100
76 77
78
79 80