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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
2951
$8K ﹤0.01%
704
+357
2952
$8K ﹤0.01%
677
2953
$8K ﹤0.01%
440
-447
2954
$8K ﹤0.01%
671
2955
$8K ﹤0.01%
1,038
-410
2956
$8K ﹤0.01%
2,820
-1,837
2957
$8K ﹤0.01%
1,068
2958
$8K ﹤0.01%
549
-65
2959
$8K ﹤0.01%
135
-1,055
2960
$8K ﹤0.01%
22
-35
2961
$8K ﹤0.01%
150
+46
2962
$8K ﹤0.01%
181
+5
2963
$8K ﹤0.01%
1,500
2964
$8K ﹤0.01%
799
-434
2965
$8K ﹤0.01%
1,818
-104
2966
$8K ﹤0.01%
664
-156
2967
$8K ﹤0.01%
1,670
+1,486
2968
$8K ﹤0.01%
1,021
-772
2969
$8K ﹤0.01%
331
-60
2970
$8K ﹤0.01%
2,382
+101
2971
$8K ﹤0.01%
278
2972
$8K ﹤0.01%
+416
2973
$8K ﹤0.01%
+305
2974
$7K ﹤0.01%
363
+26
2975
$7K ﹤0.01%
422
+57
117 118
119
120 121