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
2126
$28K ﹤0.01%
764
+164
2127
$28K ﹤0.01%
1,369
-6,687
2128
$28K ﹤0.01%
169
+10
2129
$28K ﹤0.01%
3,041
-1,304
2130
$28K ﹤0.01%
685
2131
$28K ﹤0.01%
641
-174
2132
$28K ﹤0.01%
1,131
+55
2133
$28K ﹤0.01%
250
2134
$28K ﹤0.01%
3,400
+280
2135
$28K ﹤0.01%
611
2136
$28K ﹤0.01%
98
2137
$28K ﹤0.01%
1,186
+404
2138
$28K ﹤0.01%
456
-277
2139
$28K ﹤0.01%
888
-166
2140
$27K ﹤0.01%
256
-181
2141
$27K ﹤0.01%
1,788
+97
2142
$27K ﹤0.01%
550
2143
$27K ﹤0.01%
549
+133
2144
$27K ﹤0.01%
653
+80
2145
$27K ﹤0.01%
399
-106
2146
$27K ﹤0.01%
448
-177
2147
$27K ﹤0.01%
+1,475
2148
$27K ﹤0.01%
1,046
+40
2149
$27K ﹤0.01%
+857
2150
$27K ﹤0.01%
1,685
+1,254
84 85
86
87 88