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
$13.6B
AUM Growth
+$985M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,413
New
Increased
Reduced
Closed

Top Buys

1
+$155M
2
+$125M
3
+$120M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$119M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$117M

Top Sells

1
+$298M
2
+$145M
3
+$120M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$109M
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$83.3M

Sector Composition

1 Technology 5.27%
2 Healthcare 4.77%
3 Financials 4.17%
4 Industrials 2.78%
5 Consumer Staples 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$17K ﹤0.01%
202
2477
$17K ﹤0.01%
1,148
-11
2478
$17K ﹤0.01%
618
+348
2479
$17K ﹤0.01%
1,537
+70
2480
$17K ﹤0.01%
272
+28
2481
$17K ﹤0.01%
1,507
+1,063
2482
$17K ﹤0.01%
443
+15
2483
$17K ﹤0.01%
260
-2
2484
$17K ﹤0.01%
300
2485
$17K ﹤0.01%
316
+10
2486
$17K ﹤0.01%
184
2487
$17K ﹤0.01%
513
-266
2488
$17K ﹤0.01%
549
+245
2489
$17K ﹤0.01%
683
+458
2490
$17K ﹤0.01%
1,686
+1,112
2491
$17K ﹤0.01%
3,104
-1,247
2492
$17K ﹤0.01%
779
+42
2493
$17K ﹤0.01%
200
2494
$16K ﹤0.01%
259
+95
2495
$16K ﹤0.01%
576
-1
2496
$16K ﹤0.01%
451
+24
2497
$16K ﹤0.01%
607
+77
2498
$16K ﹤0.01%
14
2499
$16K ﹤0.01%
247
+2
2500
$16K ﹤0.01%
97
+38
98 99
100
101 102