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
3576
$2K ﹤0.01%
518
3577
$2K ﹤0.01%
102
3578
$2K ﹤0.01%
+30
3579
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35
3580
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350
3581
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+240
3582
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74
3583
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77
+1
3584
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248
+72
3585
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61
3586
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150
3587
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+79
3588
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63
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3589
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126
3590
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56
-169
3591
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209
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3592
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228
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3593
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3594
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+148
3595
$2K ﹤0.01%
22
-17
3596
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224
-553
3597
$2K ﹤0.01%
100
3598
$2K ﹤0.01%
213
+157
3599
$2K ﹤0.01%
+48
3600
$2K ﹤0.01%
163
+142
142 143
144
145 146