Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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
+$155M
2
+$125M
3
+$120M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$119M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$117M

Top Sells

1
+$298M
2
+$145M
3
+$120M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$109M
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$83.3M

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%
37
-302
3752
$1K ﹤0.01%
+27
3753
$1K ﹤0.01%
338
3754
$1K ﹤0.01%
13
-5
3755
$1K ﹤0.01%
300
3756
$1K ﹤0.01%
100
3757
$1K ﹤0.01%
143
+91
3758
$1K ﹤0.01%
263
-12
3759
$1K ﹤0.01%
434
-155
3760
$1K ﹤0.01%
1,000
3761
$1K ﹤0.01%
+257
3762
$1K ﹤0.01%
64
+14
3763
$1K ﹤0.01%
86
-13
3764
$1K ﹤0.01%
40
3765
$1K ﹤0.01%
36
3766
$1K ﹤0.01%
81
3767
$1K ﹤0.01%
369
+27
3768
$1K ﹤0.01%
50
3769
$1K ﹤0.01%
103
3770
$1K ﹤0.01%
153
3771
$1K ﹤0.01%
15
3772
$1K ﹤0.01%
+170
3773
$1K ﹤0.01%
+149
3774
$1K ﹤0.01%
+159
3775
$1K ﹤0.01%
62
+31
149 150
151
152 153