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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
2676
$12K ﹤0.01%
193
+120
2677
$12K ﹤0.01%
756
+143
2678
$12K ﹤0.01%
579
2679
$12K ﹤0.01%
618
+214
2680
$12K ﹤0.01%
766
-79
2681
$12K ﹤0.01%
353
-32
2682
$12K ﹤0.01%
375
-535
2683
$12K ﹤0.01%
969
-80
2684
$12K ﹤0.01%
825
+142
2685
$12K ﹤0.01%
339
2686
$12K ﹤0.01%
480
-1,576
2687
$12K ﹤0.01%
248
-873
2688
$12K ﹤0.01%
333
-21
2689
$12K ﹤0.01%
+248
2690
$12K ﹤0.01%
220
+91
2691
$12K ﹤0.01%
892
-68
2692
$12K ﹤0.01%
478
2693
$12K ﹤0.01%
175
-104
2694
$12K ﹤0.01%
1,433
+1,379
2695
$12K ﹤0.01%
1,409
-287
2696
$12K ﹤0.01%
1,028
-8
2697
$12K ﹤0.01%
245
+103
2698
$12K ﹤0.01%
400
2699
$12K ﹤0.01%
304
2700
$12K ﹤0.01%
432
+77
106 107
108
109 110