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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
2726
$12K ﹤0.01%
166
2727
$12K ﹤0.01%
1,273
-294
2728
$11K ﹤0.01%
368
2729
$11K ﹤0.01%
294
-443
2730
$11K ﹤0.01%
2,834
2731
$11K ﹤0.01%
400
2732
$11K ﹤0.01%
372
+116
2733
$11K ﹤0.01%
160
-24
2734
$11K ﹤0.01%
227
2735
$11K ﹤0.01%
1,678
+1,078
2736
$11K ﹤0.01%
237
+175
2737
$11K ﹤0.01%
475
2738
$11K ﹤0.01%
299
+186
2739
$11K ﹤0.01%
280
-40
2740
$11K ﹤0.01%
486
+74
2741
$11K ﹤0.01%
+552
2742
$11K ﹤0.01%
620
+106
2743
$11K ﹤0.01%
9,918
-808
2744
$11K ﹤0.01%
584
+138
2745
$11K ﹤0.01%
372
-34
2746
$11K ﹤0.01%
203
+69
2747
$11K ﹤0.01%
464
2748
$11K ﹤0.01%
295
+216
2749
$11K ﹤0.01%
+89
2750
$11K ﹤0.01%
2,422
-836
108 109
110
111 112