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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
2876
$9K ﹤0.01%
209
2877
$9K ﹤0.01%
698
+21
2878
$9K ﹤0.01%
170
+45
2879
$9K ﹤0.01%
142
2880
$9K ﹤0.01%
1,423
+756
2881
$9K ﹤0.01%
365
-42
2882
$9K ﹤0.01%
140
+104
2883
$9K ﹤0.01%
613
+38
2884
$9K ﹤0.01%
498
-520
2885
$9K ﹤0.01%
650
+383
2886
$9K ﹤0.01%
218
-555
2887
$9K ﹤0.01%
385
+28
2888
$9K ﹤0.01%
230
+223
2889
$9K ﹤0.01%
253
+197
2890
$9K ﹤0.01%
434
+293
2891
$9K ﹤0.01%
5,462
-118
2892
$9K ﹤0.01%
812
+782
2893
$9K ﹤0.01%
1,523
-443
2894
$9K ﹤0.01%
400
-43
2895
$9K ﹤0.01%
523
-295
2896
$9K ﹤0.01%
904
+396
2897
$8K ﹤0.01%
396
+21
2898
$8K ﹤0.01%
331
2899
$8K ﹤0.01%
229
+10
2900
$8K ﹤0.01%
190
+171
114 115
116
117 118