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
3101
$6K ﹤0.01%
74
3102
$6K ﹤0.01%
314
-30
3103
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162
3104
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655
-37
3105
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959
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3107
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2,227
-602
3108
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405
-409
3109
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90
+23
3110
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274
3111
$6K ﹤0.01%
122
+30
3112
$6K ﹤0.01%
844
+72
3113
$6K ﹤0.01%
2,046
-1,758
3114
$6K ﹤0.01%
171
-338
3115
$6K ﹤0.01%
272
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3116
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277
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3117
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426
3118
$6K ﹤0.01%
15
+7
3119
$6K ﹤0.01%
674
+130
3120
$6K ﹤0.01%
181
-35
3121
$6K ﹤0.01%
94
-45
3122
$6K ﹤0.01%
1,388
+1,278
3123
$6K ﹤0.01%
165
3124
$6K ﹤0.01%
418
3125
$6K ﹤0.01%
174
-4
123 124
125
126 127