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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
3476
$3K ﹤0.01%
4,871
+3,983
3477
$3K ﹤0.01%
290
3478
$3K ﹤0.01%
1,543
+887
3479
$3K ﹤0.01%
+436
3480
$3K ﹤0.01%
50
3481
$3K ﹤0.01%
141
3482
$3K ﹤0.01%
116
3483
$3K ﹤0.01%
224
+76
3484
$3K ﹤0.01%
+1,365
3485
$3K ﹤0.01%
+321
3486
$2K ﹤0.01%
+30
3487
$2K ﹤0.01%
35
3488
$2K ﹤0.01%
350
3489
$2K ﹤0.01%
+240
3490
$2K ﹤0.01%
74
3491
$2K ﹤0.01%
77
+1
3492
$2K ﹤0.01%
150
3493
$2K ﹤0.01%
+79
3494
$2K ﹤0.01%
63
+4
3495
$2K ﹤0.01%
100
3496
$2K ﹤0.01%
+48
3497
$2K ﹤0.01%
48
+21
3498
$2K ﹤0.01%
92
+8
3499
$2K ﹤0.01%
149
+49
3500
$2K ﹤0.01%
+87
138 139
140
141 142