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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
2551
$15K ﹤0.01%
475
2552
$15K ﹤0.01%
832
-842
2553
$15K ﹤0.01%
395
-17
2554
$15K ﹤0.01%
992
+121
2555
$15K ﹤0.01%
379
+1
2556
$15K ﹤0.01%
434
2557
$15K ﹤0.01%
50
2558
$15K ﹤0.01%
183
+64
2559
$15K ﹤0.01%
2,232
+1,609
2560
$15K ﹤0.01%
2,146
+846
2561
$15K ﹤0.01%
507
+10
2562
$15K ﹤0.01%
304
+24
2563
$15K ﹤0.01%
46
+20
2564
$15K ﹤0.01%
299
-52
2565
$15K ﹤0.01%
594
-248
2566
$15K ﹤0.01%
906
+97
2567
$15K ﹤0.01%
168
+67
2568
$15K ﹤0.01%
798
+6
2569
$15K ﹤0.01%
1,831
-1,031
2570
$15K ﹤0.01%
509
2571
$15K ﹤0.01%
170
2572
$15K ﹤0.01%
767
+12
2573
$15K ﹤0.01%
400
-46
2574
$15K ﹤0.01%
337
-27
2575
$15K ﹤0.01%
178
-38
101 102
103
104 105