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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
2151
$27K ﹤0.01%
1,788
+97
2152
$27K ﹤0.01%
550
2153
$27K ﹤0.01%
549
+133
2154
$27K ﹤0.01%
396
-18
2155
$27K ﹤0.01%
4,072
+3,986
2156
$27K ﹤0.01%
175
+57
2157
$27K ﹤0.01%
+2,000
2158
$27K ﹤0.01%
597
+12
2159
$27K ﹤0.01%
1,651
2160
$27K ﹤0.01%
318
+25
2161
$27K ﹤0.01%
3,407
+2,693
2162
$27K ﹤0.01%
1,154
-1,859
2163
$27K ﹤0.01%
153
+31
2164
$27K ﹤0.01%
455
+149
2165
$27K ﹤0.01%
1,553
+1,442
2166
$27K ﹤0.01%
682
-20
2167
$27K ﹤0.01%
470
+102
2168
$27K ﹤0.01%
689
+6
2169
$26K ﹤0.01%
587
-471
2170
$26K ﹤0.01%
2,500
2171
$26K ﹤0.01%
1,937
+1,350
2172
$26K ﹤0.01%
1,104
-171
2173
$26K ﹤0.01%
2,570
+140
2174
$26K ﹤0.01%
313
+20
2175
$26K ﹤0.01%
2,471
+41
85 86
87
88 89