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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
4026
– –
-1,040
4027
$0 ﹤0.01%
16
4028
– –
-425,871
4029
– –
-213
4030
$0 ﹤0.01%
8
-7
4031
$0 ﹤0.01%
+3
4032
$0 ﹤0.01%
1
4033
$0 ﹤0.01%
+89
4034
$0 ﹤0.01%
1
4035
$0 ﹤0.01%
+3
4036
$0 ﹤0.01%
40
4037
$0 ﹤0.01%
+100
4038
– –
0
4039
– –
0
4040
$0 ﹤0.01%
8
4041
$0 ﹤0.01%
39
-6
4042
$0 ﹤0.01%
88
+1
4043
$0 ﹤0.01%
+12
4044
$0 ﹤0.01%
8,320
4045
$0 ﹤0.01%
261
+185
4046
$0 ﹤0.01%
6
-28
4047
$0 ﹤0.01%
14
-326
4048
$0 ﹤0.01%
16
-32
4049
$0 ﹤0.01%
+1
4050
$0 ﹤0.01%
2
160 161
162
163 164