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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
1976
$35K ﹤0.01%
1,561
+477
1977
$35K ﹤0.01%
684
-125
1978
$35K ﹤0.01%
867
+223
1979
$35K ﹤0.01%
586
1980
$35K ﹤0.01%
750
+92
1981
$35K ﹤0.01%
+714
1982
$35K ﹤0.01%
485
+80
1983
$35K ﹤0.01%
257
-49
1984
$35K ﹤0.01%
613
+95
1985
$35K ﹤0.01%
1,229
+1,140
1986
$35K ﹤0.01%
1,368
-86
1987
$35K ﹤0.01%
593
+292
1988
$35K ﹤0.01%
1,376
1989
$34K ﹤0.01%
609
-157
1990
$34K ﹤0.01%
660
-730
1991
$34K ﹤0.01%
600
1992
$34K ﹤0.01%
679
+2
1993
$34K ﹤0.01%
168
-59
1994
$34K ﹤0.01%
1,778
1995
$34K ﹤0.01%
3,234
+28
1996
$34K ﹤0.01%
1,830
+114
1997
$34K ﹤0.01%
481
+137
1998
$34K ﹤0.01%
1,515
-754
1999
$34K ﹤0.01%
867
+72
2000
$34K ﹤0.01%
1,334
-1,241
78 79
80
81 82