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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
2576
$15K ﹤0.01%
150
2577
$15K ﹤0.01%
337
2578
$15K ﹤0.01%
488
2579
$15K ﹤0.01%
143
-7
2580
$15K ﹤0.01%
197
2581
$15K ﹤0.01%
497
+150
2582
$15K ﹤0.01%
+600
2583
$15K ﹤0.01%
674
+13
2584
$15K ﹤0.01%
1,000
+800
2585
$15K ﹤0.01%
211
+144
2586
$15K ﹤0.01%
408
+243
2587
$15K ﹤0.01%
1,629
+133
2588
$15K ﹤0.01%
414
-129
2589
$14K ﹤0.01%
753
+726
2590
$14K ﹤0.01%
126
+122
2591
$14K ﹤0.01%
199
-23
2592
$14K ﹤0.01%
1,778
+504
2593
$14K ﹤0.01%
+491
2594
$14K ﹤0.01%
+1,901
2595
$14K ﹤0.01%
161
+5
2596
$14K ﹤0.01%
1,405
+591
2597
$14K ﹤0.01%
288
-69
2598
$14K ﹤0.01%
510
+24
2599
$14K ﹤0.01%
1,217
+27
2600
$14K ﹤0.01%
608
-200
102 103
104
105 106