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
2826
$10K ﹤0.01%
563
2827
$10K ﹤0.01%
506
-141
2828
$9K ﹤0.01%
270
2829
$9K ﹤0.01%
804
+709
2830
$9K ﹤0.01%
812
+782
2831
$9K ﹤0.01%
101
+7
2832
$9K ﹤0.01%
+600
2833
$9K ﹤0.01%
377
+141
2834
$9K ﹤0.01%
433
-129
2835
$9K ﹤0.01%
642
+22
2836
$9K ﹤0.01%
148
+47
2837
$9K ﹤0.01%
748
+160
2838
$9K ﹤0.01%
869
+179
2839
$9K ﹤0.01%
1,523
-443
2840
$9K ﹤0.01%
700
2841
$9K ﹤0.01%
313
-116
2842
$9K ﹤0.01%
387
-5
2843
$9K ﹤0.01%
235
+72
2844
$9K ﹤0.01%
169
-52
2845
$9K ﹤0.01%
+285
2846
$9K ﹤0.01%
+264
2847
$9K ﹤0.01%
273
2848
$9K ﹤0.01%
642
-22
2849
$9K ﹤0.01%
2,666
-1,332
2850
$9K ﹤0.01%
850
112 113
114
115 116