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
3751
$1K ﹤0.01%
+33
3752
$1K ﹤0.01%
121
-958
3753
$1K ﹤0.01%
+14
3754
$1K ﹤0.01%
37
+17
3755
$1K ﹤0.01%
7
3756
$1K ﹤0.01%
102
3757
$1K ﹤0.01%
+96
3758
$1K ﹤0.01%
60
-22
3759
$1K ﹤0.01%
26
-3
3760
$1K ﹤0.01%
47
-3,287
3761
$1K ﹤0.01%
25
3762
$1K ﹤0.01%
74
-12
3763
$1K ﹤0.01%
125
3764
$1K ﹤0.01%
30
+6
3765
$1K ﹤0.01%
60
3766
$1K ﹤0.01%
57
+28
3767
$1K ﹤0.01%
1,000
3768
$1K ﹤0.01%
66
3769
$1K ﹤0.01%
35
3770
$1K ﹤0.01%
100
3771
$1K ﹤0.01%
35
3772
$1K ﹤0.01%
+709
3773
$1K ﹤0.01%
+29
3774
$1K ﹤0.01%
40
3775
$1K ﹤0.01%
107
149 150
151
152 153