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
3676
$1K ﹤0.01%
13
-5
3677
$1K ﹤0.01%
300
3678
$1K ﹤0.01%
100
3679
$1K ﹤0.01%
143
+91
3680
$1K ﹤0.01%
263
-12
3681
$1K ﹤0.01%
434
-155
3682
$1K ﹤0.01%
1,000
3683
$1K ﹤0.01%
+257
3684
$1K ﹤0.01%
64
+14
3685
$1K ﹤0.01%
86
-13
3686
$1K ﹤0.01%
40
3687
$1K ﹤0.01%
36
3688
$1K ﹤0.01%
81
3689
$1K ﹤0.01%
29
+12
3690
$1K ﹤0.01%
+750
3691
$1K ﹤0.01%
369
+27
3692
$1K ﹤0.01%
50
3693
$1K ﹤0.01%
103
3694
$1K ﹤0.01%
153
3695
$1K ﹤0.01%
15
3696
$1K ﹤0.01%
+170
3697
$1K ﹤0.01%
+149
3698
$1K ﹤0.01%
+159
3699
$1K ﹤0.01%
62
+31
3700
$1K ﹤0.01%
+140
146 147
148
149 150