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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
3301
$4K ﹤0.01%
116
-118
3302
$4K ﹤0.01%
165
+74
3303
$4K ﹤0.01%
133
+4
3304
$4K ﹤0.01%
497
-518
3305
$4K ﹤0.01%
283
-286
3306
$4K ﹤0.01%
659
+164
3307
$4K ﹤0.01%
376
+32
3308
$4K ﹤0.01%
110
+10
3309
$4K ﹤0.01%
81
3310
$4K ﹤0.01%
+111
3311
$4K ﹤0.01%
+1,114
3312
$4K ﹤0.01%
91
-10
3313
$4K ﹤0.01%
122
3314
$4K ﹤0.01%
84
3315
$4K ﹤0.01%
93
+12
3316
$4K ﹤0.01%
+75
3317
$4K ﹤0.01%
+207
3318
$4K ﹤0.01%
164
-636
3319
$4K ﹤0.01%
119
-90
3320
$4K ﹤0.01%
371
-8
3321
$4K ﹤0.01%
11
3322
$4K ﹤0.01%
122
-188
3323
$4K ﹤0.01%
377
3324
$4K ﹤0.01%
156
-170
3325
$4K ﹤0.01%
1,237
+502
131 132
133
134 135