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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
3626
$2K ﹤0.01%
89
+41
3627
$2K ﹤0.01%
159
-6
3628
$2K ﹤0.01%
1,000
3629
$2K ﹤0.01%
660
+571
3630
$2K ﹤0.01%
138
3631
$2K ﹤0.01%
60
+5
3632
$2K ﹤0.01%
12
+4
3633
$2K ﹤0.01%
129
3634
$2K ﹤0.01%
27
3635
$2K ﹤0.01%
+24
3636
$2K ﹤0.01%
313
3637
$2K ﹤0.01%
17
3638
$2K ﹤0.01%
584
3639
$2K ﹤0.01%
134
-67
3640
$2K ﹤0.01%
229
3641
$2K ﹤0.01%
+131
3642
$2K ﹤0.01%
+56
3643
$2K ﹤0.01%
+224
3644
$2K ﹤0.01%
200
3645
$2K ﹤0.01%
171
-106
3646
$2K ﹤0.01%
1,000
3647
$2K ﹤0.01%
+692
3648
$2K ﹤0.01%
28
-16
3649
$2K ﹤0.01%
500
3650
$2K ﹤0.01%
308
144 145
146
147 148