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
3526
$2K ﹤0.01%
183
+42
3527
$2K ﹤0.01%
35
+16
3528
$2K ﹤0.01%
518
3529
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102
3530
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+30
3531
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35
3532
$2K ﹤0.01%
350
3533
$2K ﹤0.01%
+240
3534
$2K ﹤0.01%
74
3535
$2K ﹤0.01%
77
+1
3536
$2K ﹤0.01%
248
+72
3537
$2K ﹤0.01%
61
3538
$2K ﹤0.01%
150
3539
$2K ﹤0.01%
+79
3540
$2K ﹤0.01%
63
+4
3541
$2K ﹤0.01%
126
3542
$2K ﹤0.01%
56
-169
3543
$2K ﹤0.01%
209
+3
3544
$2K ﹤0.01%
228
+7
3545
$2K ﹤0.01%
450
3546
$2K ﹤0.01%
+148
3547
$2K ﹤0.01%
22
-17
3548
$2K ﹤0.01%
224
-553
3549
$2K ﹤0.01%
100
3550
$2K ﹤0.01%
213
+157
140 141
142
143 144