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
1576
$66K ﹤0.01%
1,596
-1,734
1577
$66K ﹤0.01%
514
+338
1578
$66K ﹤0.01%
1,650
+80
1579
$66K ﹤0.01%
1,220
1580
$66K ﹤0.01%
1,716
+697
1581
$66K ﹤0.01%
2,062
-291
1582
$66K ﹤0.01%
100,000
1583
$65K ﹤0.01%
6,004
+2,827
1584
$65K ﹤0.01%
2,557
+1,272
1585
$65K ﹤0.01%
1,107
+466
1586
$65K ﹤0.01%
2,990
-1,303
1587
$65K ﹤0.01%
1,310
-69,243
1588
$65K ﹤0.01%
248
-16
1589
$65K ﹤0.01%
1,756
-105
1590
$65K ﹤0.01%
42,912
+50
1591
$65K ﹤0.01%
2,991
-2,157
1592
$65K ﹤0.01%
2,487
+40
1593
$65K ﹤0.01%
1,991
+1,006
1594
$65K ﹤0.01%
672
+1
1595
$64K ﹤0.01%
966
+767
1596
$64K ﹤0.01%
3,039
-2,214
1597
$64K ﹤0.01%
1,386
+228
1598
$64K ﹤0.01%
1,098
+2
1599
$64K ﹤0.01%
625
-34
1600
$64K ﹤0.01%
377
62 63
64
65 66