Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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
+$155M
2
+$125M
3
+$120M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$119M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$117M

Top Sells

1
+$298M
2
+$145M
3
+$120M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$109M
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$83.3M

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%
378
-23
3502
$2K ﹤0.01%
70
3503
$2K ﹤0.01%
263
3504
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95
3505
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89
+41
3506
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159
-6
3507
$2K ﹤0.01%
1,000
3508
$2K ﹤0.01%
660
+571
3509
$2K ﹤0.01%
138
3510
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60
+5
3511
$2K ﹤0.01%
12
+4
3512
$2K ﹤0.01%
129
3513
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27
3514
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313
3515
$2K ﹤0.01%
17
3516
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584
3517
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134
-67
3518
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229
3519
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+131
3520
$2K ﹤0.01%
+56
3521
$2K ﹤0.01%
+224
3522
$2K ﹤0.01%
200
3523
$2K ﹤0.01%
165
+129
3524
$2K ﹤0.01%
200
3525
$2K ﹤0.01%
109
-270
139 140
141
142 143