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
1476
$80K ﹤0.01%
+1,462
1477
$80K ﹤0.01%
61
-13
1478
$80K ﹤0.01%
6,588
+1,548
1479
$80K ﹤0.01%
1,100
+10
1480
$80K ﹤0.01%
804
-198
1481
$80K ﹤0.01%
1,701
-2
1482
$80K ﹤0.01%
1,346
-184
1483
$79K ﹤0.01%
865
-277
1484
$79K ﹤0.01%
893
-60
1485
$79K ﹤0.01%
2,549
-121
1486
$79K ﹤0.01%
493
-160
1487
$79K ﹤0.01%
833
+114
1488
$79K ﹤0.01%
8,390
+2,051
1489
$79K ﹤0.01%
+2,650
1490
$78K ﹤0.01%
756
-177
1491
$78K ﹤0.01%
7,529
-769
1492
$78K ﹤0.01%
552
-87
1493
$78K ﹤0.01%
1,540
+961
1494
$78K ﹤0.01%
439
+82
1495
$78K ﹤0.01%
1,280
+112
1496
$78K ﹤0.01%
1,921
1497
$78K ﹤0.01%
2,248
+1,171
1498
$78K ﹤0.01%
1,134
+345
1499
$77K ﹤0.01%
978
+523
1500
$77K ﹤0.01%
1,529
+1,360
58 59
60
61 62