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
3826
$1K ﹤0.01%
68
-2
3827
$1K ﹤0.01%
29
-69
3828
$1K ﹤0.01%
+120
3829
$1K ﹤0.01%
+20
3830
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126
-354
3831
$1K ﹤0.01%
+34
3832
$1K ﹤0.01%
+26
3833
$1K ﹤0.01%
+48
3834
$1K ﹤0.01%
85
-153
3835
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61
-485
3836
$1K ﹤0.01%
54
3837
$1K ﹤0.01%
30
-2
3838
$1K ﹤0.01%
31
3839
$1K ﹤0.01%
100
3840
$1K ﹤0.01%
40
-10
3841
$1K ﹤0.01%
+96
3842
$1K ﹤0.01%
19
3843
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407
3844
$1K ﹤0.01%
22
-24
3845
$1K ﹤0.01%
+13
3846
$1K ﹤0.01%
+223
3847
– –
0
3848
$1K ﹤0.01%
85
3849
$1K ﹤0.01%
14
-143
3850
$1K ﹤0.01%
380
152 153
154
155 156