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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
3501
$2K ﹤0.01%
191
-392
3502
$2K ﹤0.01%
+58
3503
$2K ﹤0.01%
158
3504
$2K ﹤0.01%
49
+11
3505
$2K ﹤0.01%
79
-90
3506
$2K ﹤0.01%
+1,072
3507
$2K ﹤0.01%
200
-11
3508
$2K ﹤0.01%
100
3509
$2K ﹤0.01%
411
3510
$2K ﹤0.01%
120
+14
3511
$2K ﹤0.01%
138
+119
3512
$2K ﹤0.01%
+54
3513
$2K ﹤0.01%
22
3514
$2K ﹤0.01%
34
-7
3515
$2K ﹤0.01%
214
-1,478
3516
$2K ﹤0.01%
200
3517
$2K ﹤0.01%
+328
3518
$2K ﹤0.01%
108
+63
3519
$2K ﹤0.01%
494
3520
$2K ﹤0.01%
+244
3521
$2K ﹤0.01%
400
3522
$2K ﹤0.01%
898
-4,852
3523
$2K ﹤0.01%
136
3524
$2K ﹤0.01%
+70
3525
$2K ﹤0.01%
300
139 140
141
142 143