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
3876
$1K ﹤0.01%
105
3877
$1K ﹤0.01%
+28
3878
$1K ﹤0.01%
281
+55
3879
$1K ﹤0.01%
50
3880
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19
+10
3881
$1K ﹤0.01%
185
-87
3882
$1K ﹤0.01%
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3883
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6
3884
$1K ﹤0.01%
40
3885
$1K ﹤0.01%
+46
3886
$1K ﹤0.01%
103
-45
3887
$1K ﹤0.01%
26
3888
$1K ﹤0.01%
194
-1,439
3889
$1K ﹤0.01%
50
3890
$1K ﹤0.01%
20
-16
3891
$1K ﹤0.01%
30
3892
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12
-254
3893
$1K ﹤0.01%
34
+20
3894
$1K ﹤0.01%
450
3895
$1K ﹤0.01%
25
+10
3896
$1K ﹤0.01%
25
3897
$1K ﹤0.01%
75
-10
3898
$1K ﹤0.01%
62
-14
3899
$1K ﹤0.01%
+29
3900
$1K ﹤0.01%
+10
154 155
156
157 158