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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
2526
$16K ﹤0.01%
+1,830
2527
$16K ﹤0.01%
199
-21
2528
$16K ﹤0.01%
1,000
2529
$16K ﹤0.01%
1,601
-409
2530
$16K ﹤0.01%
1,168
2531
$16K ﹤0.01%
187
-16
2532
$16K ﹤0.01%
700
2533
$16K ﹤0.01%
181
2534
$16K ﹤0.01%
1,463
+306
2535
$16K ﹤0.01%
627
-2
2536
$16K ﹤0.01%
4,652
-845
2537
$15K ﹤0.01%
1,740
+4
2538
$15K ﹤0.01%
580
2539
$15K ﹤0.01%
477
2540
$15K ﹤0.01%
986
+5
2541
$15K ﹤0.01%
3,799
-1,578
2542
$15K ﹤0.01%
216
+116
2543
$15K ﹤0.01%
476
-250
2544
$15K ﹤0.01%
1,205
-1,960
2545
$15K ﹤0.01%
828
+272
2546
$15K ﹤0.01%
300
2547
$15K ﹤0.01%
940
+7
2548
$15K ﹤0.01%
97
+2
2549
$15K ﹤0.01%
1,192
-10
2550
$15K ﹤0.01%
144
-9
100 101
102
103 104