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
3626
$2K ﹤0.01%
474
3627
$2K ﹤0.01%
192
-89
3628
$2K ﹤0.01%
450
3629
$2K ﹤0.01%
+546
3630
$2K ﹤0.01%
+57
3631
$2K ﹤0.01%
212
+162
3632
$2K ﹤0.01%
93
-748
3633
$2K ﹤0.01%
100
3634
$2K ﹤0.01%
72
+22
3635
$2K ﹤0.01%
+42
3636
$2K ﹤0.01%
85
+51
3637
$2K ﹤0.01%
677
+500
3638
$2K ﹤0.01%
37
-279
3639
$2K ﹤0.01%
378
-23
3640
$2K ﹤0.01%
70
3641
$2K ﹤0.01%
263
3642
$2K ﹤0.01%
95
3643
$2K ﹤0.01%
234
+186
3644
$2K ﹤0.01%
89
+41
3645
$2K ﹤0.01%
159
-6
3646
$2K ﹤0.01%
1,000
3647
$2K ﹤0.01%
660
+571
3648
$2K ﹤0.01%
138
3649
$2K ﹤0.01%
60
+5
3650
$2K ﹤0.01%
12
+4
144 145
146
147 148