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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
3351
$4K ﹤0.01%
661
+228
3352
$4K ﹤0.01%
77
-661
3353
$4K ﹤0.01%
121
+102
3354
$4K ﹤0.01%
+274
3355
$4K ﹤0.01%
35
-1
3356
$4K ﹤0.01%
174
-34
3357
$4K ﹤0.01%
63
3358
$4K ﹤0.01%
332
+327
3359
$4K ﹤0.01%
657
-11
3360
$3K ﹤0.01%
54
-682
3361
$3K ﹤0.01%
366
-64
3362
$3K ﹤0.01%
57
+7
3363
$3K ﹤0.01%
21
+6
3364
$3K ﹤0.01%
73
3365
$3K ﹤0.01%
147
+19
3366
$3K ﹤0.01%
57
+11
3367
$3K ﹤0.01%
140
+16
3368
$3K ﹤0.01%
1,369
-71
3369
$3K ﹤0.01%
144
+121
3370
$3K ﹤0.01%
194
-68
3371
$3K ﹤0.01%
64
3372
$3K ﹤0.01%
104
3373
$3K ﹤0.01%
400
3374
$3K ﹤0.01%
315
-12
3375
$3K ﹤0.01%
101
133 134
135
136 137