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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
2301
$22K ﹤0.01%
238
-151
2302
$22K ﹤0.01%
740
+96
2303
$22K ﹤0.01%
490
+26
2304
$22K ﹤0.01%
2,401
-186
2305
$22K ﹤0.01%
279
+113
2306
$22K ﹤0.01%
1,983
-4,169
2307
$22K ﹤0.01%
1,978
+1,270
2308
$22K ﹤0.01%
282
+21
2309
$22K ﹤0.01%
1,198
+11
2310
$22K ﹤0.01%
244
+50
2311
$22K ﹤0.01%
489
+94
2312
$22K ﹤0.01%
5,000
2313
$22K ﹤0.01%
2,228
+1,854
2314
$22K ﹤0.01%
1,660
2315
$21K ﹤0.01%
305
+19
2316
$21K ﹤0.01%
845
-158
2317
$21K ﹤0.01%
450
-88
2318
$21K ﹤0.01%
2,584
+1,303
2319
$21K ﹤0.01%
280
+35
2320
$21K ﹤0.01%
3,825
+3,124
2321
$21K ﹤0.01%
1,638
+144
2322
$21K ﹤0.01%
202
-43
2323
$21K ﹤0.01%
719
-30
2324
$21K ﹤0.01%
390
+4
2325
$21K ﹤0.01%
414
-5
91 92
93
94 95