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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
2626
$14K ﹤0.01%
1,941
+229
2627
$14K ﹤0.01%
430
+122
2628
$14K ﹤0.01%
404
-605
2629
$14K ﹤0.01%
738
-149
2630
$14K ﹤0.01%
507
+470
2631
$14K ﹤0.01%
2,188
+881
2632
$14K ﹤0.01%
211
+2
2633
$13K ﹤0.01%
282
+88
2634
$13K ﹤0.01%
792
+188
2635
$13K ﹤0.01%
698
2636
$13K ﹤0.01%
238
+45
2637
$13K ﹤0.01%
501
+152
2638
$13K ﹤0.01%
161
+61
2639
$13K ﹤0.01%
316
-89
2640
$13K ﹤0.01%
568
-275
2641
$13K ﹤0.01%
225
-1,502
2642
$13K ﹤0.01%
2,715
-143
2643
$13K ﹤0.01%
303
+192
2644
$13K ﹤0.01%
476
+176
2645
$13K ﹤0.01%
248
2646
$13K ﹤0.01%
743
-169
2647
$13K ﹤0.01%
202
-10
2648
$13K ﹤0.01%
1,746
+1,049
2649
$13K ﹤0.01%
875
+256
2650
$13K ﹤0.01%
1,866
104 105
106
107 108