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
1876
$40K ﹤0.01%
1,947
+1,582
1877
$40K ﹤0.01%
306
+4
1878
$40K ﹤0.01%
1,544
-818
1879
$40K ﹤0.01%
1,170
+23
1880
$40K ﹤0.01%
1,070
-1
1881
$40K ﹤0.01%
314
+91
1882
$40K ﹤0.01%
609
+360
1883
$40K ﹤0.01%
4,226
-58
1884
$40K ﹤0.01%
1,500
1885
$40K ﹤0.01%
486
+275
1886
$40K ﹤0.01%
1,536
+455
1887
$40K ﹤0.01%
6,040
+823
1888
$40K ﹤0.01%
3,680
-75
1889
$39K ﹤0.01%
2,506
+2,302
1890
$39K ﹤0.01%
559
-57
1891
$39K ﹤0.01%
1,577
+645
1892
$39K ﹤0.01%
288
+63
1893
$39K ﹤0.01%
425
+165
1894
$39K ﹤0.01%
2,445
+880
1895
$39K ﹤0.01%
2,730
+50
1896
$39K ﹤0.01%
1,729
1897
$39K ﹤0.01%
4,286
-474
1898
$39K ﹤0.01%
2,299
+450
1899
$39K ﹤0.01%
+37,212
1900
$39K ﹤0.01%
1,420
+533
74 75
76
77 78