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
1526
$72K ﹤0.01%
2,265
-441
1527
$72K ﹤0.01%
5,000
+2,755
1528
$71K ﹤0.01%
1,428
-96
1529
$71K ﹤0.01%
3,108
-2,842
1530
$71K ﹤0.01%
1,570
+1,040
1531
$71K ﹤0.01%
2,009
+891
1532
$71K ﹤0.01%
12,778
+10,636
1533
$71K ﹤0.01%
3,410
+1,028
1534
$71K ﹤0.01%
10,077
-1,268
1535
$70K ﹤0.01%
184
+22
1536
$70K ﹤0.01%
2,487
+2,240
1537
$70K ﹤0.01%
2,373
+1,965
1538
$70K ﹤0.01%
92
-1
1539
$70K ﹤0.01%
+2,250
1540
$70K ﹤0.01%
+1,716
1541
$70K ﹤0.01%
1,516
1542
$70K ﹤0.01%
1,979
+3
1543
$70K ﹤0.01%
3,819
-25
1544
$70K ﹤0.01%
950
-134
1545
$70K ﹤0.01%
4,131
+1,710
1546
$70K ﹤0.01%
2,818
1547
$69K ﹤0.01%
875
+143
1548
$69K ﹤0.01%
11,044
+6,386
1549
$69K ﹤0.01%
340
-110
1550
$69K ﹤0.01%
1,116
60 61
62
63 64