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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
3951
$0 ﹤0.01%
1
3952
$0 ﹤0.01%
14
3953
$0 ﹤0.01%
1,000
3954
$0 ﹤0.01%
7
3955
$0 ﹤0.01%
+88
3956
$0 ﹤0.01%
65
+37
3957
$0 ﹤0.01%
1,250
3958
– –
0
3959
– –
-41
3960
– –
-845
3961
$0 ﹤0.01%
12
3962
$0 ﹤0.01%
67
-83
3963
$0 ﹤0.01%
8
3964
$0 ﹤0.01%
27
3965
– –
-1,875
3966
$0 ﹤0.01%
1,494
+661
3967
$0 ﹤0.01%
50
3968
$0 ﹤0.01%
62
-1
3969
$0 ﹤0.01%
+16
3970
$0 ﹤0.01%
1,333
3971
– –
-1,303
3972
$0 ﹤0.01%
150
-4,300
3973
– –
-310
3974
– –
-1,021
3975
– –
-494
157 158
159
160 161