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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
2926
$8K ﹤0.01%
326
2927
$8K ﹤0.01%
473
-1,534
2928
$8K ﹤0.01%
262
+232
2929
$8K ﹤0.01%
592
+92
2930
$8K ﹤0.01%
435
2931
$8K ﹤0.01%
2,939
+1,677
2932
$8K ﹤0.01%
136
+56
2933
$8K ﹤0.01%
634
-1,000
2934
$8K ﹤0.01%
119
+15
2935
$8K ﹤0.01%
603
+444
2936
$8K ﹤0.01%
258
-8
2937
$8K ﹤0.01%
188
+41
2938
$8K ﹤0.01%
2,100
+250
2939
$8K ﹤0.01%
193
+172
2940
$8K ﹤0.01%
1,285
2941
$8K ﹤0.01%
610
-113
2942
$8K ﹤0.01%
287
2943
$8K ﹤0.01%
10,000
2944
$8K ﹤0.01%
1,309
+240
2945
$8K ﹤0.01%
183
2946
$8K ﹤0.01%
902
+616
2947
$8K ﹤0.01%
456
2948
$8K ﹤0.01%
153
-213
2949
$8K ﹤0.01%
256
+180
2950
$8K ﹤0.01%
374
-537
116 117
118
119 120