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
1976
$35K ﹤0.01%
586
1977
$35K ﹤0.01%
750
+92
1978
$35K ﹤0.01%
+714
1979
$35K ﹤0.01%
485
+80
1980
$35K ﹤0.01%
257
-49
1981
$35K ﹤0.01%
613
+95
1982
$35K ﹤0.01%
1,229
+1,140
1983
$35K ﹤0.01%
4,023
+21
1984
$35K ﹤0.01%
1,544
+93
1985
$35K ﹤0.01%
2,257
+1,913
1986
$35K ﹤0.01%
1,368
-86
1987
$35K ﹤0.01%
593
+292
1988
$35K ﹤0.01%
1,376
1989
$34K ﹤0.01%
773
1990
$34K ﹤0.01%
450
-100
1991
$34K ﹤0.01%
609
-157
1992
$34K ﹤0.01%
660
-730
1993
$34K ﹤0.01%
600
1994
$34K ﹤0.01%
679
+2
1995
$34K ﹤0.01%
330
+7
1996
$34K ﹤0.01%
4,188
-691
1997
$34K ﹤0.01%
168
-59
1998
$34K ﹤0.01%
1,778
1999
$34K ﹤0.01%
1,044
2000
$34K ﹤0.01%
431
-177
78 79
80
81 82