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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
3176
$5K ﹤0.01%
1,321
+11
3177
$5K ﹤0.01%
410
+10
3178
$5K ﹤0.01%
356
+23
3179
$5K ﹤0.01%
144
+59
3180
$5K ﹤0.01%
2,319
+1,174
3181
$5K ﹤0.01%
174
-75
3182
$5K ﹤0.01%
300
3183
$5K ﹤0.01%
1,671
3184
$5K ﹤0.01%
203
+29
3185
$5K ﹤0.01%
201
3186
$5K ﹤0.01%
201
+1
3187
$5K ﹤0.01%
109
-95
3188
$5K ﹤0.01%
186
-293
3189
$5K ﹤0.01%
9
3190
$5K ﹤0.01%
207
+7
3191
$5K ﹤0.01%
970
-732
3192
$5K ﹤0.01%
407
-1,013
3193
$5K ﹤0.01%
1,018
+673
3194
$5K ﹤0.01%
1,000
3195
$5K ﹤0.01%
+1,232
3196
$5K ﹤0.01%
+2,355
3197
$5K ﹤0.01%
393
+201
3198
$5K ﹤0.01%
95
+9
3199
$5K ﹤0.01%
645
3200
$5K ﹤0.01%
2,108
-310
126 127
128
129 130