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
1801
$44K ﹤0.01%
644
+67
1802
$44K ﹤0.01%
1,739
+639
1803
$44K ﹤0.01%
1,801
1804
$44K ﹤0.01%
1,980
+30
1805
$44K ﹤0.01%
303
+40
1806
$44K ﹤0.01%
830
+13
1807
$44K ﹤0.01%
1,518
+464
1808
$44K ﹤0.01%
3,701
+3,601
1809
$43K ﹤0.01%
812
+55
1810
$43K ﹤0.01%
1,517
+545
1811
$43K ﹤0.01%
1,169
+169
1812
$43K ﹤0.01%
3,750
+2,250
1813
$43K ﹤0.01%
1,163
-131
1814
$43K ﹤0.01%
1,756
+784
1815
$43K ﹤0.01%
4,523
-451
1816
$43K ﹤0.01%
1,497
+183
1817
$43K ﹤0.01%
3,251
+88
1818
$43K ﹤0.01%
959
1819
$43K ﹤0.01%
+2,938
1820
$43K ﹤0.01%
204
+28
1821
$43K ﹤0.01%
2,384
+1,500
1822
$43K ﹤0.01%
11,594
+6,878
1823
$43K ﹤0.01%
527
+23
1824
$43K ﹤0.01%
+1,302
1825
$43K ﹤0.01%
361
+48
71 72
73
74 75