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
3576
$2K ﹤0.01%
200
-11
3577
$2K ﹤0.01%
100
3578
$2K ﹤0.01%
411
3579
$2K ﹤0.01%
120
+14
3580
$2K ﹤0.01%
138
+119
3581
$2K ﹤0.01%
+54
3582
$2K ﹤0.01%
22
3583
$2K ﹤0.01%
34
-7
3584
$2K ﹤0.01%
182
-35
3585
$2K ﹤0.01%
80
-27
3586
$2K ﹤0.01%
4
3587
$2K ﹤0.01%
194
+45
3588
$2K ﹤0.01%
200
3589
$2K ﹤0.01%
250
-42
3590
$2K ﹤0.01%
25
+1
3591
$2K ﹤0.01%
665
3592
$2K ﹤0.01%
238
+117
3593
$2K ﹤0.01%
7
-75
3594
$2K ﹤0.01%
34
-42
3595
$2K ﹤0.01%
56
-289
3596
$2K ﹤0.01%
200
3597
$2K ﹤0.01%
145
-36
3598
$2K ﹤0.01%
+608
3599
$2K ﹤0.01%
+79
3600
$2K ﹤0.01%
1,020
142 143
144
145 146