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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
3751
$1K ﹤0.01%
75
-10
3752
$1K ﹤0.01%
62
-14
3753
$1K ﹤0.01%
39
-151
3754
$1K ﹤0.01%
44
+7
3755
$1K ﹤0.01%
113
+2
3756
$1K ﹤0.01%
167
3757
– –
0
3758
$1K ﹤0.01%
63
3759
$1K ﹤0.01%
40
3760
$1K ﹤0.01%
123
-394
3761
$1K ﹤0.01%
18
3762
$1K ﹤0.01%
+91
3763
$1K ﹤0.01%
+65
3764
$1K ﹤0.01%
40
-931
3765
$1K ﹤0.01%
46
3766
$1K ﹤0.01%
52
+28
3767
$1K ﹤0.01%
33
+22
3768
$1K ﹤0.01%
+109
3769
$1K ﹤0.01%
40
-14
3770
$1K ﹤0.01%
687
3771
$1K ﹤0.01%
9
3772
$1K ﹤0.01%
252
-597
3773
$1K ﹤0.01%
45
3774
$1K ﹤0.01%
95
-667
3775
$1K ﹤0.01%
37
-302
149 150
151
152 153