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
3851
$1K ﹤0.01%
23
-25
3852
$1K ﹤0.01%
284
+265
3853
$1K ﹤0.01%
+33
3854
$1K ﹤0.01%
+40
3855
$1K ﹤0.01%
+40
3856
$1K ﹤0.01%
99
+49
3857
$1K ﹤0.01%
27
3858
$1K ﹤0.01%
50
3859
$1K ﹤0.01%
134
3860
$1K ﹤0.01%
30
3861
$1K ﹤0.01%
19
-32
3862
$1K ﹤0.01%
35
+9
3863
$1K ﹤0.01%
937
-660
3864
$1K ﹤0.01%
59
3865
$1K ﹤0.01%
+9
3866
$1K ﹤0.01%
16
3867
$1K ﹤0.01%
29
-154
3868
$1K ﹤0.01%
+20
3869
$1K ﹤0.01%
+53
3870
$1K ﹤0.01%
5
3871
$1K ﹤0.01%
38
+14
3872
$1K ﹤0.01%
91
-221
3873
$1K ﹤0.01%
10
3874
$1K ﹤0.01%
16
3875
$1K ﹤0.01%
+9
153 154
155
156 157