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
3651
$2K ﹤0.01%
129
3652
$2K ﹤0.01%
27
3653
$2K ﹤0.01%
+24
3654
$2K ﹤0.01%
313
3655
$2K ﹤0.01%
17
3656
$2K ﹤0.01%
584
3657
$2K ﹤0.01%
134
-67
3658
$2K ﹤0.01%
229
3659
$2K ﹤0.01%
+131
3660
$2K ﹤0.01%
+56
3661
$2K ﹤0.01%
+224
3662
$2K ﹤0.01%
200
3663
$1K ﹤0.01%
+21
3664
$1K ﹤0.01%
+109
3665
$1K ﹤0.01%
263
-359
3666
$1K ﹤0.01%
40
-14
3667
$1K ﹤0.01%
687
3668
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9
3669
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252
-597
3670
$1K ﹤0.01%
25
3671
$1K ﹤0.01%
45
3672
$1K ﹤0.01%
95
-667
3673
$1K ﹤0.01%
37
-302
3674
$1K ﹤0.01%
+27
3675
$1K ﹤0.01%
338
145 146
147
148 149