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
1551
$69K ﹤0.01%
+3,272
1552
$69K ﹤0.01%
12,552
1553
$69K ﹤0.01%
1,837
-126
1554
$69K ﹤0.01%
550
-70
1555
$69K ﹤0.01%
1,300
-87
1556
$69K ﹤0.01%
736
-1,116
1557
$69K ﹤0.01%
5,871
+211
1558
$69K ﹤0.01%
974
-481
1559
$69K ﹤0.01%
2,842
1560
$69K ﹤0.01%
+1,410
1561
$69K ﹤0.01%
3,085
+561
1562
$68K ﹤0.01%
941
-34
1563
$68K ﹤0.01%
1,460
1564
$68K ﹤0.01%
408
-184
1565
$68K ﹤0.01%
291
+27
1566
$68K ﹤0.01%
1,206
-74
1567
$68K ﹤0.01%
2,276
+192
1568
$68K ﹤0.01%
2,543
+696
1569
$68K ﹤0.01%
421
+204
1570
$68K ﹤0.01%
2,248
+39
1571
$67K ﹤0.01%
916
+384
1572
$67K ﹤0.01%
2,433
+1,181
1573
$67K ﹤0.01%
912
-157
1574
$66K ﹤0.01%
3,164
+2,600
1575
$66K ﹤0.01%
1,958
+498
61 62
63
64 65