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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
3551
$2K ﹤0.01%
436
-217
3552
$2K ﹤0.01%
136
+58
3553
$2K ﹤0.01%
48
3554
$2K ﹤0.01%
78
+25
3555
$2K ﹤0.01%
+6
3556
$2K ﹤0.01%
60
-20
3557
$2K ﹤0.01%
+25
3558
$2K ﹤0.01%
180
-327
3559
$2K ﹤0.01%
183
+42
3560
$2K ﹤0.01%
248
+72
3561
$2K ﹤0.01%
61
3562
$2K ﹤0.01%
126
3563
$2K ﹤0.01%
56
-169
3564
$2K ﹤0.01%
209
+3
3565
$2K ﹤0.01%
228
+7
3566
$2K ﹤0.01%
450
3567
$2K ﹤0.01%
+148
3568
$2K ﹤0.01%
22
-17
3569
$2K ﹤0.01%
224
-553
3570
$2K ﹤0.01%
163
+142
3571
$2K ﹤0.01%
27
-565
3572
$2K ﹤0.01%
+336
3573
$2K ﹤0.01%
63
-4
3574
$2K ﹤0.01%
88
+3
3575
$2K ﹤0.01%
2,500
141 142
143
144 145