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 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
3876
$1K ﹤0.01%
26
3877
$1K ﹤0.01%
36
3878
$1K ﹤0.01%
45
+13
3879
$1K ﹤0.01%
110
3880
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205
3881
$1K ﹤0.01%
37
+20
3882
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3883
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+21
3884
$1K ﹤0.01%
123
-600
3885
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50
3886
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12
+3
3887
$1K ﹤0.01%
30
3888
$1K ﹤0.01%
+54
3889
$1K ﹤0.01%
+12
3890
$1K ﹤0.01%
100
-165
3891
$1K ﹤0.01%
6
3892
$1K ﹤0.01%
13
+6
3893
$1K ﹤0.01%
115
+63
3894
$1K ﹤0.01%
146
-149
3895
$1K ﹤0.01%
+223
3896
$1K ﹤0.01%
+27
3897
$1K ﹤0.01%
80
3898
$1K ﹤0.01%
9
3899
$1K ﹤0.01%
+76
3900
$1K ﹤0.01%
45
154 155
156
157 158