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
2876
$9K ﹤0.01%
404
-88
2877
$9K ﹤0.01%
+503
2878
$9K ﹤0.01%
346
-479
2879
$9K ﹤0.01%
83
+40
2880
$9K ﹤0.01%
309
+16
2881
$9K ﹤0.01%
613
+38
2882
$9K ﹤0.01%
498
-520
2883
$9K ﹤0.01%
650
+383
2884
$9K ﹤0.01%
218
-555
2885
$9K ﹤0.01%
385
+28
2886
$9K ﹤0.01%
230
+223
2887
$9K ﹤0.01%
253
+197
2888
$9K ﹤0.01%
434
+293
2889
$9K ﹤0.01%
5,462
-118
2890
$9K ﹤0.01%
241
+25
2891
$9K ﹤0.01%
515
+86
2892
$9K ﹤0.01%
3,117
2893
$9K ﹤0.01%
1,182
+63
2894
$9K ﹤0.01%
746
+505
2895
$9K ﹤0.01%
386
-25
2896
$9K ﹤0.01%
104
2897
$8K ﹤0.01%
396
+21
2898
$8K ﹤0.01%
331
2899
$8K ﹤0.01%
229
+10
2900
$8K ﹤0.01%
190
+171
114 115
116
117 118