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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
3726
$1K ﹤0.01%
22
-24
3727
$1K ﹤0.01%
+33
3728
$1K ﹤0.01%
+40
3729
$1K ﹤0.01%
+40
3730
$1K ﹤0.01%
99
+49
3731
$1K ﹤0.01%
27
3732
$1K ﹤0.01%
50
3733
$1K ﹤0.01%
134
3734
$1K ﹤0.01%
5
3735
$1K ﹤0.01%
38
+14
3736
$1K ﹤0.01%
91
-221
3737
$1K ﹤0.01%
10
3738
$1K ﹤0.01%
16
3739
$1K ﹤0.01%
+9
3740
$1K ﹤0.01%
105
3741
$1K ﹤0.01%
+28
3742
$1K ﹤0.01%
6
3743
$1K ﹤0.01%
40
3744
$1K ﹤0.01%
+46
3745
$1K ﹤0.01%
103
-45
3746
$1K ﹤0.01%
26
3747
$1K ﹤0.01%
194
-1,439
3748
$1K ﹤0.01%
50
3749
$1K ﹤0.01%
25
+10
3750
$1K ﹤0.01%
25
148 149
150
151 152