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 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
3076
$6K ﹤0.01%
1,401
+800
3077
$6K ﹤0.01%
189
-629
3078
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1,150
-106
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3083
$6K ﹤0.01%
164
+75
3084
$6K ﹤0.01%
1,998
+1,626
3085
$6K ﹤0.01%
252
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3086
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367
+249
3087
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+176
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588
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3089
$6K ﹤0.01%
231
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3090
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720
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3092
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2,000
3093
$6K ﹤0.01%
138
+19
3094
$6K ﹤0.01%
465
-95
3095
$6K ﹤0.01%
484
+67
3096
$6K ﹤0.01%
325
+283
3097
$6K ﹤0.01%
165
+67
3098
$6K ﹤0.01%
57
+9
3099
$6K ﹤0.01%
334
3100
$6K ﹤0.01%
233