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
1951
$36K ﹤0.01%
1,399
+84
1952
$36K ﹤0.01%
269
-48
1953
$36K ﹤0.01%
593
1954
$36K ﹤0.01%
1,176
-3,011
1955
$36K ﹤0.01%
445
-5
1956
$36K ﹤0.01%
3,924
+2,106
1957
$36K ﹤0.01%
315
-35
1958
$36K ﹤0.01%
1,066
+910
1959
$36K ﹤0.01%
342
1960
$36K ﹤0.01%
731
+11
1961
$36K ﹤0.01%
1,189
+89
1962
$36K ﹤0.01%
1,076
+173
1963
$36K ﹤0.01%
176
-14
1964
$36K ﹤0.01%
1,397
+679
1965
$36K ﹤0.01%
2,132
1966
$36K ﹤0.01%
1,115
+268
1967
$35K ﹤0.01%
4,503
+2,794
1968
$35K ﹤0.01%
3,774
+928
1969
$35K ﹤0.01%
449
+24
1970
$35K ﹤0.01%
1,090
+244
1971
$35K ﹤0.01%
466
-553
1972
$35K ﹤0.01%
1,561
+477
1973
$35K ﹤0.01%
809
+400
1974
$35K ﹤0.01%
684
-125
1975
$35K ﹤0.01%
867
+223
77 78
79
80 81