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
2176
$26K ﹤0.01%
1,937
+1,350
2177
$26K ﹤0.01%
156
+84
2178
$26K ﹤0.01%
2,267
+257
2179
$26K ﹤0.01%
1,559
-29
2180
$26K ﹤0.01%
588
-305
2181
$26K ﹤0.01%
1,644
+88
2182
$26K ﹤0.01%
2,045
+784
2183
$26K ﹤0.01%
1,104
-171
2184
$26K ﹤0.01%
2,570
+140
2185
$26K ﹤0.01%
245
2186
$26K ﹤0.01%
793
+518
2187
$25K ﹤0.01%
506
+120
2188
$25K ﹤0.01%
435
-367
2189
$25K ﹤0.01%
1,197
+671
2190
$25K ﹤0.01%
579
+214
2191
$25K ﹤0.01%
994
+45
2192
$25K ﹤0.01%
614
+11
2193
$25K ﹤0.01%
3,345
-165
2194
$25K ﹤0.01%
773
2195
$25K ﹤0.01%
807
+718
2196
$25K ﹤0.01%
+573
2197
$25K ﹤0.01%
871
+167
2198
$25K ﹤0.01%
1,342
-410
2199
$25K ﹤0.01%
832
-111
2200
$25K ﹤0.01%
2,583
-937
86 87
88
89 90