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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
3526
$2K ﹤0.01%
+183
3527
$2K ﹤0.01%
37
-279
3528
$2K ﹤0.01%
378
-23
3529
$2K ﹤0.01%
70
3530
$2K ﹤0.01%
263
3531
$2K ﹤0.01%
95
3532
$2K ﹤0.01%
87
-69
3533
$2K ﹤0.01%
213
+157
3534
$2K ﹤0.01%
50
3535
$2K ﹤0.01%
181
-348
3536
$2K ﹤0.01%
316
-70
3537
$2K ﹤0.01%
100
3538
$2K ﹤0.01%
178
3539
$2K ﹤0.01%
16
+5
3540
$2K ﹤0.01%
68
3541
$2K ﹤0.01%
284
-429
3542
$2K ﹤0.01%
+298
3543
$2K ﹤0.01%
182
3544
$2K ﹤0.01%
104
-116
3545
$2K ﹤0.01%
165
+129
3546
$2K ﹤0.01%
69
-29
3547
$2K ﹤0.01%
200
3548
$2K ﹤0.01%
109
-270
3549
$2K ﹤0.01%
273
3550
$2K ﹤0.01%
81
-7
140 141
142
143 144