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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
3151
$5K ﹤0.01%
308
+223
3152
$5K ﹤0.01%
400
3153
$5K ﹤0.01%
78
-110
3154
$5K ﹤0.01%
107
3155
$5K ﹤0.01%
180
+79
3156
$5K ﹤0.01%
178
-2
3157
$5K ﹤0.01%
349
+96
3158
$5K ﹤0.01%
79
+23
3159
$5K ﹤0.01%
53
3160
$5K ﹤0.01%
177
-662
3161
$5K ﹤0.01%
1,815
+1,765
3162
$5K ﹤0.01%
78
+49
3163
$5K ﹤0.01%
401
-58
3164
$5K ﹤0.01%
4,516
3165
$5K ﹤0.01%
366
+106
3166
$5K ﹤0.01%
477
3167
$5K ﹤0.01%
82
+76
3168
$5K ﹤0.01%
1,679
-7,345
3169
$5K ﹤0.01%
220
3170
$5K ﹤0.01%
1,007
+503
3171
$5K ﹤0.01%
13
+3
3172
$5K ﹤0.01%
143
+10
3173
$5K ﹤0.01%
418
3174
$5K ﹤0.01%
22
-16
3175
$5K ﹤0.01%
+1
125 126
127
128 129