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
3126
$6K ﹤0.01%
373
3127
$6K ﹤0.01%
353
+264
3128
$6K ﹤0.01%
+1,063
3129
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205
3130
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189
+12
3131
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45
+30
3132
$5K ﹤0.01%
283
+232
3133
$5K ﹤0.01%
1,007
+503
3134
$5K ﹤0.01%
336
+95
3135
$5K ﹤0.01%
143
+10
3136
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418
3137
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22
-16
3138
$5K ﹤0.01%
+3
3139
$5K ﹤0.01%
1,321
+11
3140
$5K ﹤0.01%
410
+10
3141
$5K ﹤0.01%
356
+23
3142
$5K ﹤0.01%
144
+59
3143
$5K ﹤0.01%
2,319
+1,174
3144
$5K ﹤0.01%
174
-75
3145
$5K ﹤0.01%
300
3146
$5K ﹤0.01%
125
3147
$5K ﹤0.01%
1,671
3148
$5K ﹤0.01%
203
+29
3149
$5K ﹤0.01%
67
+56
3150
$5K ﹤0.01%
201