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
1601
$64K ﹤0.01%
2,204
1602
$64K ﹤0.01%
2,682
-317
1603
$64K ﹤0.01%
1,007
+255
1604
$64K ﹤0.01%
4,528
+1,135
1605
$63K ﹤0.01%
+973
1606
$63K ﹤0.01%
1,037
-402
1607
$63K ﹤0.01%
2,549
+39
1608
$63K ﹤0.01%
671
+269
1609
$63K ﹤0.01%
1,658
+55
1610
$63K ﹤0.01%
702
+86
1611
$63K ﹤0.01%
1,956
+445
1612
$62K ﹤0.01%
6,410
+2,886
1613
$62K ﹤0.01%
2,450
+1,904
1614
$62K ﹤0.01%
1,563
-416
1615
$62K ﹤0.01%
2,130
+380
1616
$62K ﹤0.01%
1,175
+313
1617
$61K ﹤0.01%
1,272
+103
1618
$61K ﹤0.01%
1,176
+171
1619
$61K ﹤0.01%
569
-278
1620
$61K ﹤0.01%
1,199
-572
1621
$61K ﹤0.01%
4,200
-91
1622
$61K ﹤0.01%
3,701
+2,480
1623
$61K ﹤0.01%
1,554
-285
1624
$61K ﹤0.01%
2,544
-3,230
1625
$61K ﹤0.01%
4,427
-487
63 64
65
66 67