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
2001
$34K ﹤0.01%
1,545
2002
$34K ﹤0.01%
3,234
+28
2003
$34K ﹤0.01%
1,830
+114
2004
$34K ﹤0.01%
481
+137
2005
$34K ﹤0.01%
1,515
-754
2006
$34K ﹤0.01%
867
+72
2007
$34K ﹤0.01%
1,334
-1,241
2008
$34K ﹤0.01%
1,446
-144,689
2009
$34K ﹤0.01%
496
-8
2010
$33K ﹤0.01%
706
+39
2011
$33K ﹤0.01%
856
+697
2012
$33K ﹤0.01%
2,024
+1,275
2013
$33K ﹤0.01%
1,389
-1,274
2014
$33K ﹤0.01%
1,393
-1,279
2015
$33K ﹤0.01%
574
-29
2016
$33K ﹤0.01%
1,775
+24
2017
$33K ﹤0.01%
642
+274
2018
$33K ﹤0.01%
734
+15
2019
$33K ﹤0.01%
2,035
-414
2020
$33K ﹤0.01%
1,691
-426
2021
$33K ﹤0.01%
789
+30
2022
$33K ﹤0.01%
813
+573
2023
$33K ﹤0.01%
1,800
+758
2024
$33K ﹤0.01%
5,843
+1,718
2025
$33K ﹤0.01%
975
79 80
81
82 83