Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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
2576
$15K ﹤0.01%
170
2577
$15K ﹤0.01%
767
+12
2578
$15K ﹤0.01%
400
-46
2579
$15K ﹤0.01%
337
-27
2580
$15K ﹤0.01%
178
-38
2581
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150
2582
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337
2583
$15K ﹤0.01%
414
-129
2584
$15K ﹤0.01%
395
-17
2585
$15K ﹤0.01%
300
2586
$15K ﹤0.01%
940
+7
2587
$15K ﹤0.01%
97
+2
2588
$15K ﹤0.01%
1,192
-10
2589
$14K ﹤0.01%
753
+726
2590
$14K ﹤0.01%
126
+122
2591
$14K ﹤0.01%
199
-23
2592
$14K ﹤0.01%
+491
2593
$14K ﹤0.01%
314
+9
2594
$14K ﹤0.01%
1,220
2595
$14K ﹤0.01%
155
-89
2596
$14K ﹤0.01%
172
+100
2597
$14K ﹤0.01%
186
-78
2598
$14K ﹤0.01%
1,369
-624
2599
$14K ﹤0.01%
266
+3
2600
$14K ﹤0.01%
311
+100
102 103
104
105 106