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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
2851
$9K ﹤0.01%
270
2852
$9K ﹤0.01%
804
+709
2853
$9K ﹤0.01%
101
+7
2854
$9K ﹤0.01%
+600
2855
$9K ﹤0.01%
377
+141
2856
$9K ﹤0.01%
433
-129
2857
$9K ﹤0.01%
642
+22
2858
$9K ﹤0.01%
148
+47
2859
$9K ﹤0.01%
748
+160
2860
$9K ﹤0.01%
869
+179
2861
$9K ﹤0.01%
700
2862
$9K ﹤0.01%
313
-116
2863
$9K ﹤0.01%
387
-5
2864
$9K ﹤0.01%
235
+72
2865
$9K ﹤0.01%
104
2866
$9K ﹤0.01%
169
-52
2867
$9K ﹤0.01%
+285
2868
$9K ﹤0.01%
+264
2869
$9K ﹤0.01%
273
2870
$9K ﹤0.01%
642
-22
2871
$9K ﹤0.01%
2,666
-1,332
2872
$9K ﹤0.01%
850
2873
$9K ﹤0.01%
269
+17
2874
$9K ﹤0.01%
1,449
+1,114
2875
$9K ﹤0.01%
1,228
-804
113 114
115
116 117