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
1676
$55K ﹤0.01%
3,040
-108
1677
$55K ﹤0.01%
12
+5
1678
$55K ﹤0.01%
+1,800
1679
$55K ﹤0.01%
1,053
+219
1680
$55K ﹤0.01%
483
-119
1681
$55K ﹤0.01%
440
+78
1682
$54K ﹤0.01%
8,815
+8,082
1683
$54K ﹤0.01%
3,060
+1,885
1684
$54K ﹤0.01%
1,034
-265
1685
$54K ﹤0.01%
2,309
1686
$54K ﹤0.01%
2,305
1687
$54K ﹤0.01%
4,635
-356
1688
$54K ﹤0.01%
1,884
-866
1689
$54K ﹤0.01%
2,488
+367
1690
$54K ﹤0.01%
261
-18
1691
$53K ﹤0.01%
632
-97
1692
$53K ﹤0.01%
3,526
-631
1693
$53K ﹤0.01%
1,316
+420
1694
$53K ﹤0.01%
972
+30
1695
$53K ﹤0.01%
952
1696
$53K ﹤0.01%
510
-50
1697
$53K ﹤0.01%
1,576
+1,542
1698
$53K ﹤0.01%
1,563
+444
1699
$53K ﹤0.01%
17,876
+4,638
1700
$53K ﹤0.01%
1,834
-3,610
66 67
68
69 70