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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
4051
$0 ﹤0.01%
+6
4052
$0 ﹤0.01%
+12
4053
– –
-1,670
4054
$0 ﹤0.01%
500
4055
$0 ﹤0.01%
24
-23
4056
$0 ﹤0.01%
15
4057
– –
-680
4058
$0 ﹤0.01%
+13
4059
– –
-80
4060
– –
-2,500
4061
– –
-38
4062
– –
-900
4063
$0 ﹤0.01%
+14
4064
$0 ﹤0.01%
3
4065
$0 ﹤0.01%
+1
4066
$0 ﹤0.01%
+24
4067
$0 ﹤0.01%
28
4068
– –
0
4069
$0 ﹤0.01%
3
4070
$0 ﹤0.01%
+43
4071
– –
-26
4072
$0 ﹤0.01%
1
4073
$0 ﹤0.01%
46
4074
– –
-25
4075
– –
-9
161 162
163
164 165