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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
3451
$3K ﹤0.01%
1,920
-100
3452
$3K ﹤0.01%
254
3453
$3K ﹤0.01%
400
+363
3454
$3K ﹤0.01%
200
3455
$3K ﹤0.01%
261
+58
3456
$3K ﹤0.01%
216
+162
3457
$3K ﹤0.01%
35
-21
3458
$3K ﹤0.01%
177
3459
$3K ﹤0.01%
153
3460
$3K ﹤0.01%
1,048
3461
$3K ﹤0.01%
793
3462
$3K ﹤0.01%
106
+62
3463
$3K ﹤0.01%
3,035
-3,747
3464
$3K ﹤0.01%
300
3465
$3K ﹤0.01%
231
+21
3466
$3K ﹤0.01%
1,306
3467
$3K ﹤0.01%
128
-100
3468
$3K ﹤0.01%
49
+21
3469
$3K ﹤0.01%
60
-28
3470
$3K ﹤0.01%
450
3471
$3K ﹤0.01%
+146
3472
$3K ﹤0.01%
50
3473
$3K ﹤0.01%
38
3474
$3K ﹤0.01%
+151
3475
$3K ﹤0.01%
+1,340
137 138
139
140 141