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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
3801
$1K ﹤0.01%
62
3802
$1K ﹤0.01%
+176
3803
$1K ﹤0.01%
58
-2,240
3804
$1K ﹤0.01%
49
-24
3805
$1K ﹤0.01%
200
+100
3806
$1K ﹤0.01%
55
+12
3807
$1K ﹤0.01%
12
+8
3808
$1K ﹤0.01%
152
3809
$1K ﹤0.01%
183
3810
$1K ﹤0.01%
28
-51
3811
$1K ﹤0.01%
+60
3812
$1K ﹤0.01%
+33
3813
$1K ﹤0.01%
121
-958
3814
$1K ﹤0.01%
57
+28
3815
$1K ﹤0.01%
214
3816
$1K ﹤0.01%
+33
3817
$1K ﹤0.01%
86
-3
3818
$1K ﹤0.01%
+125
3819
$1K ﹤0.01%
+165
3820
$1K ﹤0.01%
49
3821
$1K ﹤0.01%
36
3822
$1K ﹤0.01%
45
+13
3823
$1K ﹤0.01%
110
3824
$1K ﹤0.01%
205
3825
$1K ﹤0.01%
37
+20
151 152
153
154 155