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
3801
$1K ﹤0.01%
6
3802
$1K ﹤0.01%
13
+6
3803
$1K ﹤0.01%
115
+63
3804
$1K ﹤0.01%
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-149
3805
$1K ﹤0.01%
+223
3806
$1K ﹤0.01%
+27
3807
$1K ﹤0.01%
80
3808
$1K ﹤0.01%
9
3809
$1K ﹤0.01%
+76
3810
$1K ﹤0.01%
45
3811
$1K ﹤0.01%
3
3812
$1K ﹤0.01%
+20
3813
$1K ﹤0.01%
+45
3814
$1K ﹤0.01%
55
3815
$1K ﹤0.01%
250
3816
$1K ﹤0.01%
29
+5
3817
$1K ﹤0.01%
57
-318
3818
$1K ﹤0.01%
51
+1
3819
$1K ﹤0.01%
26
+7
3820
$1K ﹤0.01%
192
3821
$1K ﹤0.01%
1,000
3822
$1K ﹤0.01%
74
+3
3823
$1K ﹤0.01%
3
-3
3824
$1K ﹤0.01%
23
-32
3825
$1K ﹤0.01%
143
+49
151 152
153
154 155