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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
1526
$72K ﹤0.01%
2,265
-441
1527
$72K ﹤0.01%
5,000
+2,755
1528
$71K ﹤0.01%
3,108
-2,842
1529
$71K ﹤0.01%
1,570
+1,040
1530
$71K ﹤0.01%
2,009
+891
1531
$71K ﹤0.01%
12,778
+10,636
1532
$71K ﹤0.01%
3,410
+1,028
1533
$71K ﹤0.01%
10,077
-1,268
1534
$71K ﹤0.01%
1,428
-96
1535
$70K ﹤0.01%
2,487
+2,240
1536
$70K ﹤0.01%
2,373
+1,965
1537
$70K ﹤0.01%
92
-1
1538
$70K ﹤0.01%
+2,250
1539
$70K ﹤0.01%
+1,716
1540
$70K ﹤0.01%
1,516
1541
$70K ﹤0.01%
1,979
+3
1542
$70K ﹤0.01%
3,819
-25
1543
$70K ﹤0.01%
950
-134
1544
$70K ﹤0.01%
4,131
+1,710
1545
$70K ﹤0.01%
2,818
1546
$70K ﹤0.01%
184
+22
1547
$69K ﹤0.01%
875
+143
1548
$69K ﹤0.01%
11,044
+6,386
1549
$69K ﹤0.01%
1,116
1550
$69K ﹤0.01%
736
-1,116
60 61
62
63 64