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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
2276
$23K ﹤0.01%
4,335
-8,523
2277
$23K ﹤0.01%
+200
2278
$23K ﹤0.01%
143
-9
2279
$22K ﹤0.01%
1,000
2280
$22K ﹤0.01%
4,747
-307
2281
$22K ﹤0.01%
+1,002
2282
$22K ﹤0.01%
199
2283
$22K ﹤0.01%
902
-1
2284
$22K ﹤0.01%
218
+201
2285
$22K ﹤0.01%
116
-88
2286
$22K ﹤0.01%
345
+107
2287
$22K ﹤0.01%
+8,950
2288
$22K ﹤0.01%
976
-149
2289
$22K ﹤0.01%
533
+25
2290
$22K ﹤0.01%
1,201
+408
2291
$22K ﹤0.01%
172
-3
2292
$22K ﹤0.01%
188
+22
2293
$22K ﹤0.01%
730
-44
2294
$22K ﹤0.01%
220
-96
2295
$22K ﹤0.01%
4,137
+197
2296
$22K ﹤0.01%
380
+142
2297
$22K ﹤0.01%
506
2298
$22K ﹤0.01%
1,060
-640
2299
$22K ﹤0.01%
6,688
+1,117
2300
$22K ﹤0.01%
144
-77
90 91
92
93 94