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
3726
$1K ﹤0.01%
212
+185
3727
$1K ﹤0.01%
+79
3728
$1K ﹤0.01%
100
3729
$1K ﹤0.01%
+20
3730
$1K ﹤0.01%
8
-50
3731
$1K ﹤0.01%
97
+40
3732
$1K ﹤0.01%
+44
3733
$1K ﹤0.01%
+24
3734
$1K ﹤0.01%
3
-11
3735
$1K ﹤0.01%
22
+11
3736
$1K ﹤0.01%
104
+1
3737
$1K ﹤0.01%
49
-24
3738
$1K ﹤0.01%
200
+100
3739
$1K ﹤0.01%
55
+12
3740
$1K ﹤0.01%
74
-83
3741
$1K ﹤0.01%
69
+56
3742
$1K ﹤0.01%
+118
3743
$1K ﹤0.01%
+61
3744
$1K ﹤0.01%
29
+12
3745
$1K ﹤0.01%
136
+83
3746
$1K ﹤0.01%
12
+8
3747
$1K ﹤0.01%
152
3748
$1K ﹤0.01%
183
3749
$1K ﹤0.01%
28
-51
3750
$1K ﹤0.01%
+60
148 149
150
151 152