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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
3101
$6K ﹤0.01%
138
+19
3102
$6K ﹤0.01%
465
-95
3103
$6K ﹤0.01%
200
3104
$6K ﹤0.01%
2,227
-602
3105
$6K ﹤0.01%
405
-409
3106
$6K ﹤0.01%
90
+23
3107
$6K ﹤0.01%
274
3108
$6K ﹤0.01%
122
+30
3109
$6K ﹤0.01%
844
+72
3110
$6K ﹤0.01%
205
-175
3111
$6K ﹤0.01%
171
-338
3112
$6K ﹤0.01%
272
-169
3113
$6K ﹤0.01%
277
-18
3114
$6K ﹤0.01%
426
3115
$6K ﹤0.01%
1
3116
$6K ﹤0.01%
674
+130
3117
$6K ﹤0.01%
181
-35
3118
$6K ﹤0.01%
94
-45
3119
$6K ﹤0.01%
1,388
+1,278
3120
$6K ﹤0.01%
165
3121
$6K ﹤0.01%
418
3122
$6K ﹤0.01%
146
-24
3123
$6K ﹤0.01%
121
3124
$6K ﹤0.01%
551
+11
3125
$6K ﹤0.01%
1,317
+1,217
123 124
125
126 127