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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
3676
$1K ﹤0.01%
22
+11
3677
$1K ﹤0.01%
104
+1
3678
$1K ﹤0.01%
74
-83
3679
$1K ﹤0.01%
69
+56
3680
$1K ﹤0.01%
+118
3681
$1K ﹤0.01%
+61
3682
$1K ﹤0.01%
29
+12
3683
$1K ﹤0.01%
136
+83
3684
$1K ﹤0.01%
+1
3685
$1K ﹤0.01%
37
+17
3686
$1K ﹤0.01%
7
3687
$1K ﹤0.01%
102
3688
$1K ﹤0.01%
+96
3689
$1K ﹤0.01%
60
-22
3690
$1K ﹤0.01%
26
-3
3691
$1K ﹤0.01%
47
-3,287
3692
$1K ﹤0.01%
25
3693
$1K ﹤0.01%
74
-12
3694
$1K ﹤0.01%
125
3695
$1K ﹤0.01%
30
+6
3696
$1K ﹤0.01%
60
3697
$1K ﹤0.01%
1,000
3698
$1K ﹤0.01%
66
3699
$1K ﹤0.01%
35
3700
$1K ﹤0.01%
100
146 147
148
149 150