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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
2976
$7K ﹤0.01%
589
+43
2977
$7K ﹤0.01%
169
-30
2978
$7K ﹤0.01%
2,287
+2,262
2979
$7K ﹤0.01%
103
+2
2980
$7K ﹤0.01%
811
-104
2981
$7K ﹤0.01%
398
2982
$7K ﹤0.01%
+759
2983
$7K ﹤0.01%
438
+51
2984
$7K ﹤0.01%
696
2985
$7K ﹤0.01%
817
-326
2986
$7K ﹤0.01%
59
+12
2987
$7K ﹤0.01%
1,252
2988
$7K ﹤0.01%
75
+34
2989
$7K ﹤0.01%
410
+17
2990
$7K ﹤0.01%
150
2991
$7K ﹤0.01%
1,841
+64
2992
$7K ﹤0.01%
339
2993
$7K ﹤0.01%
+94
2994
$7K ﹤0.01%
761
2995
$7K ﹤0.01%
5,298
+1,298
2996
$7K ﹤0.01%
221
-14
2997
$7K ﹤0.01%
300
2998
$7K ﹤0.01%
235
-2,889
2999
$7K ﹤0.01%
517
-150
3000
$7K ﹤0.01%
500
118 119
120
121 122