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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
2226
$24K ﹤0.01%
2,337
-432
2227
$24K ﹤0.01%
253
+40
2228
$24K ﹤0.01%
2,138
+953
2229
$24K ﹤0.01%
1,167
+600
2230
$24K ﹤0.01%
2,808
+1,166
2231
$24K ﹤0.01%
170
+34
2232
$24K ﹤0.01%
283
+43
2233
$24K ﹤0.01%
1,200
+461
2234
$24K ﹤0.01%
911
+697
2235
$24K ﹤0.01%
1,027
+390
2236
$24K ﹤0.01%
1,218
2237
$24K ﹤0.01%
854
+419
2238
$24K ﹤0.01%
751
+568
2239
$24K ﹤0.01%
483
+138
2240
$24K ﹤0.01%
1,354
+1,210
2241
$24K ﹤0.01%
609
-88
2242
$24K ﹤0.01%
339
+51
2243
$24K ﹤0.01%
1,060
-99,009
2244
$24K ﹤0.01%
1,200
2245
$24K ﹤0.01%
1,023
+279
2246
$24K ﹤0.01%
212
+12
2247
$24K ﹤0.01%
531
+42
2248
$24K ﹤0.01%
4,829
+3,107
2249
$24K ﹤0.01%
379
+4
2250
$24K ﹤0.01%
1,056
88 89
90
91 92