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
3551
$2K ﹤0.01%
+48
3552
$2K ﹤0.01%
163
+142
3553
$2K ﹤0.01%
27
-565
3554
$2K ﹤0.01%
+336
3555
$2K ﹤0.01%
63
-4
3556
$2K ﹤0.01%
88
+3
3557
$2K ﹤0.01%
2,500
3558
$2K ﹤0.01%
122
+32
3559
$2K ﹤0.01%
212
-352
3560
$2K ﹤0.01%
+92
3561
$2K ﹤0.01%
+52
3562
$2K ﹤0.01%
+25
3563
$2K ﹤0.01%
38
-51
3564
$2K ﹤0.01%
159
-584
3565
$2K ﹤0.01%
80
3566
$2K ﹤0.01%
48
+21
3567
$2K ﹤0.01%
92
+8
3568
$2K ﹤0.01%
149
+49
3569
$2K ﹤0.01%
+87
3570
$2K ﹤0.01%
191
-392
3571
$2K ﹤0.01%
+58
3572
$2K ﹤0.01%
158
3573
$2K ﹤0.01%
49
+11
3574
$2K ﹤0.01%
79
-90
3575
$2K ﹤0.01%
+1,072
141 142
143
144 145