Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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 7.25%
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
1976
$21K ﹤0.01%
+1,612
1977
$21K ﹤0.01%
+841
1978
$20K ﹤0.01%
+294
1979
$20K ﹤0.01%
+358
1980
$20K ﹤0.01%
+4,760
1981
$20K ﹤0.01%
+364
1982
$20K ﹤0.01%
+959
1983
$20K ﹤0.01%
+394
1984
$20K ﹤0.01%
+423
1985
$20K ﹤0.01%
+336
1986
$20K ﹤0.01%
+914
1987
$20K ﹤0.01%
+574
1988
$20K ﹤0.01%
+1,208
1989
$20K ﹤0.01%
+898
1990
$20K ﹤0.01%
+589
1991
$20K ﹤0.01%
+301
1992
$20K ﹤0.01%
+754
1993
$20K ﹤0.01%
+54
1994
$20K ﹤0.01%
+1,443
1995
$20K ﹤0.01%
+2,427
1996
$20K ﹤0.01%
+342
1997
$20K ﹤0.01%
+331
1998
$20K ﹤0.01%
+1,105
1999
$20K ﹤0.01%
+459
2000
$20K ﹤0.01%
+601
78 79
80
81 82