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
2351
$20K ﹤0.01%
1,067
-144
2352
$20K ﹤0.01%
+1,000
2353
$20K ﹤0.01%
1,539
-182
2354
$20K ﹤0.01%
1,137
2355
$20K ﹤0.01%
279
2356
$20K ﹤0.01%
247
+167
2357
$20K ﹤0.01%
247
-72
2358
$20K ﹤0.01%
714
+214
2359
$20K ﹤0.01%
1,979
+1,071
2360
$20K ﹤0.01%
5,125
-513
2361
$20K ﹤0.01%
455
2362
$20K ﹤0.01%
321
-75
2363
$20K ﹤0.01%
601
+156
2364
$20K ﹤0.01%
385
-8
2365
$20K ﹤0.01%
271
+223
2366
$20K ﹤0.01%
218
-33
2367
$20K ﹤0.01%
276
-39
2368
$20K ﹤0.01%
92
+37
2369
$20K ﹤0.01%
217
-357
2370
$20K ﹤0.01%
2,027
-184
2371
$20K ﹤0.01%
1,105
+27
2372
$20K ﹤0.01%
229
-180
2373
$20K ﹤0.01%
582
+56
2374
$20K ﹤0.01%
279
-124
2375
$20K ﹤0.01%
1,198
+89
93 94
95
96 97