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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
3851
$1K ﹤0.01%
+20
3852
$1K ﹤0.01%
126
-354
3853
$1K ﹤0.01%
+34
3854
$1K ﹤0.01%
+26
3855
$1K ﹤0.01%
+48
3856
$1K ﹤0.01%
85
-153
3857
$1K ﹤0.01%
61
-485
3858
$1K ﹤0.01%
54
3859
$1K ﹤0.01%
90
-6
3860
$1K ﹤0.01%
+13
3861
– –
0
3862
$1K ﹤0.01%
85
3863
$1K ﹤0.01%
14
-143
3864
$1K ﹤0.01%
380
3865
$1K ﹤0.01%
23
-25
3866
$1K ﹤0.01%
284
+265
3867
$1K ﹤0.01%
30
3868
$1K ﹤0.01%
19
-32
3869
$1K ﹤0.01%
35
+9
3870
$1K ﹤0.01%
937
-660
3871
$1K ﹤0.01%
59
3872
$1K ﹤0.01%
+21
3873
$1K ﹤0.01%
+9
3874
$1K ﹤0.01%
16
3875
$1K ﹤0.01%
29
-154
153 154
155
156 157