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
1901
$39K ﹤0.01%
478
+185
1902
$39K ﹤0.01%
790
+601
1903
$39K ﹤0.01%
2,222
+293
1904
$38K ﹤0.01%
2,230
1905
$38K ﹤0.01%
1,089
+168
1906
$38K ﹤0.01%
1,014
+286
1907
$38K ﹤0.01%
404
+226
1908
$38K ﹤0.01%
856
-250
1909
$38K ﹤0.01%
3,132
+1,793
1910
$38K ﹤0.01%
881
-228
1911
$38K ﹤0.01%
1,654
+1,474
1912
$38K ﹤0.01%
1,602
-33
1913
$38K ﹤0.01%
2,843
+838
1914
$38K ﹤0.01%
2,962
1915
$38K ﹤0.01%
701
+151
1916
$38K ﹤0.01%
1,110
-69
1917
$38K ﹤0.01%
1,989
+613
1918
$38K ﹤0.01%
2,389
+1,795
1919
$38K ﹤0.01%
1,474
-108
1920
$38K ﹤0.01%
1,734
1921
$37K ﹤0.01%
551
+26
1922
$37K ﹤0.01%
1,249
+478
1923
$37K ﹤0.01%
3,540
-2,209
1924
$37K ﹤0.01%
1,324
+784
1925
$37K ﹤0.01%
1,913
-1,823
75 76
77
78 79