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
1351
$107K ﹤0.01%
2,939
+204
1352
$107K ﹤0.01%
3,506
-419
1353
$106K ﹤0.01%
4,999
-10
1354
$105K ﹤0.01%
651
-775
1355
$105K ﹤0.01%
1,783
-734
1356
$105K ﹤0.01%
1,219
+33
1357
$105K ﹤0.01%
4,338
+1,137
1358
$105K ﹤0.01%
3,767
-338
1359
$105K ﹤0.01%
1,036
+193
1360
$105K ﹤0.01%
10,333
+629
1361
$105K ﹤0.01%
772
+16
1362
$104K ﹤0.01%
372
+12
1363
$103K ﹤0.01%
9,500
1364
$103K ﹤0.01%
777
+226
1365
$103K ﹤0.01%
7,539
1366
$103K ﹤0.01%
10,700
+700
1367
$103K ﹤0.01%
14,541
+3,082
1368
$102K ﹤0.01%
9,877
+2,130
1369
$102K ﹤0.01%
1,547
+70
1370
$102K ﹤0.01%
1,517
-52
1371
$102K ﹤0.01%
842
-246
1372
$102K ﹤0.01%
475
+89
1373
$102K ﹤0.01%
1,036
+160
1374
$101K ﹤0.01%
1,211
-2,392
1375
$101K ﹤0.01%
7,995
53 54
55
56 57