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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
3076
$6K ﹤0.01%
189
+12
3077
$6K ﹤0.01%
45
+30
3078
$6K ﹤0.01%
208
+102
3079
$6K ﹤0.01%
314
+14
3080
$6K ﹤0.01%
43
+3
3081
$6K ﹤0.01%
298
+75
3082
$6K ﹤0.01%
251
+3
3083
$6K ﹤0.01%
673
+592
3084
$6K ﹤0.01%
412
-1,239
3085
$6K ﹤0.01%
+104
3086
$6K ﹤0.01%
483
+78
3087
$6K ﹤0.01%
83
3088
$6K ﹤0.01%
1,401
+800
3089
$6K ﹤0.01%
178
3090
$6K ﹤0.01%
1,150
-106
3091
$6K ﹤0.01%
164
+75
3092
$6K ﹤0.01%
1,998
+1,626
3093
$6K ﹤0.01%
252
+162
3094
$6K ﹤0.01%
367
+249
3095
$6K ﹤0.01%
+176
3096
$6K ﹤0.01%
588
+358
3097
$6K ﹤0.01%
231
-330
3098
$6K ﹤0.01%
720
+486
3099
$6K ﹤0.01%
301
3100
$6K ﹤0.01%
2,000
122 123
124
125 126