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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
3976
– –
-17,571
3977
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-1,483
3978
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-1,007
3979
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3980
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-8
3982
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3983
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-6,854
3984
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3985
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-3
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3988
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-484
3989
$0 ﹤0.01%
+81
3990
$0 ﹤0.01%
3
3991
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-10,304
3992
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3993
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3994
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-97
3995
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3996
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3997
$0 ﹤0.01%
3
-35
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-60
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$0 ﹤0.01%
+14
4000
$0 ﹤0.01%
150
158 159
160
161 162