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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
2351
$20K ﹤0.01%
1,137
2352
$20K ﹤0.01%
279
2353
$20K ﹤0.01%
247
+167
2354
$20K ﹤0.01%
247
-72
2355
$20K ﹤0.01%
455
2356
$20K ﹤0.01%
321
-75
2357
$20K ﹤0.01%
601
+156
2358
$20K ﹤0.01%
271
+223
2359
$20K ﹤0.01%
218
-33
2360
$20K ﹤0.01%
276
-39
2361
$20K ﹤0.01%
92
+37
2362
$20K ﹤0.01%
217
-357
2363
$20K ﹤0.01%
405
-37
2364
$20K ﹤0.01%
1,105
+27
2365
$20K ﹤0.01%
229
-180
2366
$20K ﹤0.01%
582
+56
2367
$20K ﹤0.01%
279
-124
2368
$20K ﹤0.01%
1,198
+89
2369
$20K ﹤0.01%
667
+611
2370
$20K ﹤0.01%
1,846
+667
2371
$20K ﹤0.01%
879
+153
2372
$20K ﹤0.01%
1,479
-201
2373
$20K ﹤0.01%
2,190
+163
2374
$20K ﹤0.01%
500
2375
$20K ﹤0.01%
1,440
+116
93 94
95
96 97