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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
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
+$154M
2
+$125M
3
+$123M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$118M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$117M

Top Sells

1
+$298M
2
+$146M
3
+$118M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$109M
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$82.5M

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
2501
$16K ﹤0.01%
415
-135
2502
$16K ﹤0.01%
154
+32
2503
$16K ﹤0.01%
399
+24
2504
$16K ﹤0.01%
103
+12
2505
$16K ﹤0.01%
115
-1
2506
$16K ﹤0.01%
197
+97
2507
$16K ﹤0.01%
1,116
+243
2508
$16K ﹤0.01%
3,408
+27
2509
$16K ﹤0.01%
947
-1,154
2510
$16K ﹤0.01%
299
2511
$16K ﹤0.01%
5,578
+5,131
2512
$16K ﹤0.01%
1,690
-76
2513
$16K ﹤0.01%
150
2514
$16K ﹤0.01%
247
+2
2515
$16K ﹤0.01%
97
+38
2516
$16K ﹤0.01%
591
2517
$16K ﹤0.01%
300
2518
$16K ﹤0.01%
333
+21
2519
$16K ﹤0.01%
1,859
+735
2520
$16K ﹤0.01%
833
-100
2521
$16K ﹤0.01%
249
-37
2522
$16K ﹤0.01%
+3,852
2523
$16K ﹤0.01%
840
+391
2524
$16K ﹤0.01%
458
-5,411
2525
$16K ﹤0.01%
859
+256
99 100
101
102 103