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
1851
$41K ﹤0.01%
1,769
+780
1852
$41K ﹤0.01%
375
-8
1853
$41K ﹤0.01%
1,169
-2,217
1854
$41K ﹤0.01%
956
1855
$41K ﹤0.01%
519
+50
1856
$41K ﹤0.01%
648
+509
1857
$41K ﹤0.01%
1,073
-61
1858
$41K ﹤0.01%
1,049
-2,261
1859
$41K ﹤0.01%
753
-277
1860
$41K ﹤0.01%
977
+641
1861
$41K ﹤0.01%
1,053
+87
1862
$41K ﹤0.01%
+1,600
1863
$41K ﹤0.01%
882
+205
1864
$41K ﹤0.01%
997
+173
1865
$41K ﹤0.01%
903
1866
$41K ﹤0.01%
3,948
+1,077
1867
$40K ﹤0.01%
1,536
1868
$40K ﹤0.01%
1,618
+191
1869
$40K ﹤0.01%
4,853
+1,148
1870
$40K ﹤0.01%
4,681
+3,109
1871
$40K ﹤0.01%
1,340
1872
$40K ﹤0.01%
1,631
+1,512
1873
$40K ﹤0.01%
1,465
-220
1874
$40K ﹤0.01%
25,960
1875
$40K ﹤0.01%
1,762
73 74
75
76 77