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
3701
$1K ﹤0.01%
16
3702
$1K ﹤0.01%
29
-154
3703
$1K ﹤0.01%
+20
3704
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+53
3705
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5
3706
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38
+14
3707
$1K ﹤0.01%
91
-221
3708
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10
3709
$1K ﹤0.01%
16
3710
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3711
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+28
3712
$1K ﹤0.01%
281
+55
3713
$1K ﹤0.01%
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3714
$1K ﹤0.01%
19
+10
3715
$1K ﹤0.01%
185
-87
3716
$1K ﹤0.01%
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3717
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3718
$1K ﹤0.01%
40
3719
$1K ﹤0.01%
+46
3720
$1K ﹤0.01%
103
-45
3721
$1K ﹤0.01%
26
3722
$1K ﹤0.01%
194
-1,439
3723
$1K ﹤0.01%
50
3724
$1K ﹤0.01%
20
-16
3725
$1K ﹤0.01%
30
147 148
149
150 151