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
1276
$126K ﹤0.01%
5,998
+730
1277
$126K ﹤0.01%
3,954
+1,254
1278
$125K ﹤0.01%
2,727
-730
1279
$125K ﹤0.01%
1,718
-656
1280
$125K ﹤0.01%
2,496
-56
1281
$125K ﹤0.01%
1,925
-461
1282
$125K ﹤0.01%
1,188
-743
1283
$125K ﹤0.01%
1,850
+374
1284
$124K ﹤0.01%
838
+480
1285
$124K ﹤0.01%
+2,561
1286
$123K ﹤0.01%
5,050
-67
1287
$123K ﹤0.01%
10,331
+1,780
1288
$122K ﹤0.01%
1,630
-102
1289
$122K ﹤0.01%
2,017
1290
$122K ﹤0.01%
439
+12
1291
$122K ﹤0.01%
+2,946
1292
$121K ﹤0.01%
4,400
1293
$121K ﹤0.01%
9,819
+691
1294
$121K ﹤0.01%
6,497
+1,825
1295
$120K ﹤0.01%
2,315
+5
1296
$120K ﹤0.01%
4,074
+17
1297
$120K ﹤0.01%
416
+70
1298
$120K ﹤0.01%
6,043
-175
1299
$119K ﹤0.01%
2,822
+353
1300
$119K ﹤0.01%
1,852
-3
50 51
52
53 54