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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
3901
$1K ﹤0.01%
+750
3902
$1K ﹤0.01%
369
+27
3903
$1K ﹤0.01%
50
3904
$1K ﹤0.01%
103
3905
$1K ﹤0.01%
153
3906
$1K ﹤0.01%
15
3907
$1K ﹤0.01%
+170
3908
$1K ﹤0.01%
+149
3909
$1K ﹤0.01%
+159
3910
$1K ﹤0.01%
62
+31
3911
$1K ﹤0.01%
70
-278
3912
$1K ﹤0.01%
+238
3913
$1K ﹤0.01%
60
+10
3914
$1K ﹤0.01%
+21
3915
$1K ﹤0.01%
50
3916
$1K ﹤0.01%
100
3917
$1K ﹤0.01%
66
3918
$1K ﹤0.01%
+67
3919
– –
-168
3920
$0 ﹤0.01%
10
3921
$0 ﹤0.01%
+9
3922
$0 ﹤0.01%
2
-15
3923
– –
-433
3924
– –
-1
3925
– –
-67
155 156
157
158 159