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
+$906M
2
+$835M
3
+$562M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$560M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$369M

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
2351
$10K ﹤0.01%
+127
2352
– –
0
2353
$10K ﹤0.01%
+710
2354
$10K ﹤0.01%
+287
2355
$10K ﹤0.01%
+100
2356
$10K ﹤0.01%
+350
2357
$10K ﹤0.01%
+470
2358
$10K ﹤0.01%
+251
2359
$10K ﹤0.01%
+804
2360
$10K ﹤0.01%
+101
2361
$10K ﹤0.01%
+121
2362
$10K ﹤0.01%
+234
2363
$10K ﹤0.01%
+218
2364
$10K ﹤0.01%
+306
2365
$10K ﹤0.01%
+289
2366
$10K ﹤0.01%
+72
2367
$10K ﹤0.01%
+431
2368
$10K ﹤0.01%
+510
2369
$10K ﹤0.01%
+631
2370
$10K ﹤0.01%
+290
2371
$10K ﹤0.01%
+368
2372
$10K ﹤0.01%
+323
2373
$10K ﹤0.01%
+704
2374
$10K ﹤0.01%
+73
2375
$10K ﹤0.01%
+508
93 94
95
96 97