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
2226
$24K ﹤0.01%
212
+12
2227
$24K ﹤0.01%
531
+42
2228
$24K ﹤0.01%
4,829
+3,107
2229
$24K ﹤0.01%
379
+4
2230
$24K ﹤0.01%
1,056
2231
$24K ﹤0.01%
+1,383
2232
$24K ﹤0.01%
500
2233
$24K ﹤0.01%
1,090
+322
2234
$24K ﹤0.01%
+524
2235
$24K ﹤0.01%
2,337
-432
2236
$24K ﹤0.01%
253
+40
2237
$24K ﹤0.01%
2,138
+953
2238
$24K ﹤0.01%
1,167
+600
2239
$24K ﹤0.01%
2,808
+1,166
2240
$24K ﹤0.01%
170
+34
2241
$24K ﹤0.01%
283
+43
2242
$24K ﹤0.01%
1,200
+461
2243
$24K ﹤0.01%
911
+697
2244
$24K ﹤0.01%
1,027
+390
2245
$24K ﹤0.01%
1,218
2246
$24K ﹤0.01%
569
+279
2247
$24K ﹤0.01%
751
+568
2248
$24K ﹤0.01%
483
+138
2249
$24K ﹤0.01%
1,354
+1,210
2250
$24K ﹤0.01%
609
-88
88 89
90
91 92