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
2001
$20K ﹤0.01%
+459
2002
$20K ﹤0.01%
+601
2003
$20K ﹤0.01%
+800
2004
$20K ﹤0.01%
+1,208
2005
$19K ﹤0.01%
+950
2006
$19K ﹤0.01%
+156
2007
$19K ﹤0.01%
+1,500
2008
$19K ﹤0.01%
+1,869
2009
$19K ﹤0.01%
+1,086
2010
$19K ﹤0.01%
+487
2011
$19K ﹤0.01%
+84
2012
$19K ﹤0.01%
+1,539
2013
$19K ﹤0.01%
+170
2014
$19K ﹤0.01%
+4,205
2015
$19K ﹤0.01%
+396
2016
$19K ﹤0.01%
+300
2017
$19K ﹤0.01%
+338
2018
$19K ﹤0.01%
+243
2019
$19K ﹤0.01%
+202
2020
$19K ﹤0.01%
+300
2021
$19K ﹤0.01%
+444
2022
$19K ﹤0.01%
+458
2023
$19K ﹤0.01%
+315
2024
$19K ﹤0.01%
+435
2025
$19K ﹤0.01%
+999
79 80
81
82 83