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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
3276
$4K ﹤0.01%
269
-240
3277
$4K ﹤0.01%
105
3278
$4K ﹤0.01%
87
3279
$4K ﹤0.01%
94
3280
$4K ﹤0.01%
236
+223
3281
$4K ﹤0.01%
129
+127
3282
$4K ﹤0.01%
175
+41
3283
$4K ﹤0.01%
200
-199
3284
$4K ﹤0.01%
102
3285
$4K ﹤0.01%
101
+38
3286
$4K ﹤0.01%
200
3287
$4K ﹤0.01%
1,359
+1,174
3288
$4K ﹤0.01%
+90
3289
$4K ﹤0.01%
192
+36
3290
$4K ﹤0.01%
200
+165
3291
$4K ﹤0.01%
40
3292
$4K ﹤0.01%
924
+367
3293
$4K ﹤0.01%
167
+6
3294
$4K ﹤0.01%
109
-10
3295
$4K ﹤0.01%
+189
3296
$4K ﹤0.01%
247
+26
3297
$4K ﹤0.01%
2,000
-50
3298
$4K ﹤0.01%
262
-776
3299
$4K ﹤0.01%
403
-195
3300
$4K ﹤0.01%
364
+81
130 131
132
133 134