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
2851
$9K ﹤0.01%
269
+17
2852
$9K ﹤0.01%
1,449
+1,114
2853
$9K ﹤0.01%
1,228
-804
2854
$9K ﹤0.01%
209
2855
$9K ﹤0.01%
698
+21
2856
$9K ﹤0.01%
170
+45
2857
$9K ﹤0.01%
400
-43
2858
$9K ﹤0.01%
523
-295
2859
$9K ﹤0.01%
904
+396
2860
$9K ﹤0.01%
2,733
-128
2861
$9K ﹤0.01%
588
-114
2862
$9K ﹤0.01%
1,484
+1,004
2863
$9K ﹤0.01%
506
-1,199
2864
$9K ﹤0.01%
93
+39
2865
$9K ﹤0.01%
573
+390
2866
$9K ﹤0.01%
+340
2867
$9K ﹤0.01%
1,473
+277
2868
$9K ﹤0.01%
155
+125
2869
$9K ﹤0.01%
61
-17
2870
$9K ﹤0.01%
483
+7
2871
$9K ﹤0.01%
142
2872
$9K ﹤0.01%
1,423
+756
2873
$9K ﹤0.01%
365
-42
2874
$9K ﹤0.01%
1,400
+1,045
2875
$9K ﹤0.01%
145
+13
113 114
115
116 117