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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
4001
– –
-44
4002
$0 ﹤0.01%
5
4003
– –
-791,694
4004
– –
-285
4005
– –
-65
4006
– –
-300
4007
$0 ﹤0.01%
9
4008
$0 ﹤0.01%
+3
4009
$0 ﹤0.01%
2
4010
$0 ﹤0.01%
14
4011
$0 ﹤0.01%
86
-256
4012
$0 ﹤0.01%
+9
4013
$0 ﹤0.01%
15
4014
– –
-43
4015
$0 ﹤0.01%
31
4016
– –
-100
4017
$0 ﹤0.01%
3
-94
4018
$0 ﹤0.01%
8
-151
4019
$0 ﹤0.01%
11
4020
– –
-121
4021
– –
-10
4022
$0 ﹤0.01%
16
-409
4023
$0 ﹤0.01%
17
-18
4024
$0 ﹤0.01%
+13
4025
$0 ﹤0.01%
32
-4
159 160
161
162 163