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 Trust 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
3501
$2K ﹤0.01%
380
3502
$2K ﹤0.01%
68
3503
$2K ﹤0.01%
51
+9
3504
$2K ﹤0.01%
1,256
+735
3505
$2K ﹤0.01%
284
-429
3506
$2K ﹤0.01%
+298
3507
$2K ﹤0.01%
182
3508
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104
-116
3509
$2K ﹤0.01%
76
3510
$2K ﹤0.01%
45
-9
3511
$2K ﹤0.01%
165
+129
3512
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336
+196
3513
$2K ﹤0.01%
69
-29
3514
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200
3515
$2K ﹤0.01%
109
-270
3516
$2K ﹤0.01%
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3517
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81
-7
3518
$2K ﹤0.01%
436
-217
3519
$2K ﹤0.01%
136
+58
3520
$2K ﹤0.01%
48
3521
$2K ﹤0.01%
78
+25
3522
$2K ﹤0.01%
+6
3523
$2K ﹤0.01%
60
-20
3524
$2K ﹤0.01%
+25
3525
$2K ﹤0.01%
180
-327
139 140
141
142 143