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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
3826
$1K ﹤0.01%
7
3827
$1K ﹤0.01%
160
3828
$1K ﹤0.01%
123
-600
3829
$1K ﹤0.01%
50
3830
$1K ﹤0.01%
12
+3
3831
$1K ﹤0.01%
30
3832
$1K ﹤0.01%
+54
3833
$1K ﹤0.01%
+12
3834
$1K ﹤0.01%
100
-165
3835
$1K ﹤0.01%
+45
3836
$1K ﹤0.01%
55
3837
$1K ﹤0.01%
250
3838
$1K ﹤0.01%
29
+5
3839
$1K ﹤0.01%
57
-318
3840
$1K ﹤0.01%
51
+1
3841
$1K ﹤0.01%
26
+7
3842
$1K ﹤0.01%
192
3843
$1K ﹤0.01%
1,000
3844
$1K ﹤0.01%
74
+3
3845
$1K ﹤0.01%
3
-3
3846
$1K ﹤0.01%
23
-32
3847
$1K ﹤0.01%
143
+49
3848
$1K ﹤0.01%
68
-2
3849
$1K ﹤0.01%
29
-69
3850
$1K ﹤0.01%
+120
152 153
154
155 156