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
2276
$23K ﹤0.01%
+938
2277
$23K ﹤0.01%
+200
2278
$23K ﹤0.01%
143
-9
2279
$22K ﹤0.01%
2,228
+1,854
2280
$22K ﹤0.01%
976
-149
2281
$22K ﹤0.01%
1,000
2282
$22K ﹤0.01%
533
+25
2283
$22K ﹤0.01%
1,660
2284
$22K ﹤0.01%
1,201
+408
2285
$22K ﹤0.01%
172
-3
2286
$22K ﹤0.01%
188
+22
2287
$22K ﹤0.01%
730
-44
2288
$22K ﹤0.01%
220
-96
2289
$22K ﹤0.01%
4,137
+197
2290
$22K ﹤0.01%
380
+142
2291
$22K ﹤0.01%
506
2292
$22K ﹤0.01%
1,060
-640
2293
$22K ﹤0.01%
6,688
+1,117
2294
$22K ﹤0.01%
144
-77
2295
$22K ﹤0.01%
238
-151
2296
$22K ﹤0.01%
740
+96
2297
$22K ﹤0.01%
490
+26
2298
$22K ﹤0.01%
2,401
-186
2299
$22K ﹤0.01%
279
+113
2300
$22K ﹤0.01%
1,983
-4,169
90 91
92
93 94