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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
4076
$0 ﹤0.01%
1
-4
4077
$0 ﹤0.01%
1
-193
4078
– –
-392
4079
– –
-999
4080
– –
-218
4081
– –
-568
4082
– –
-196
4083
$0 ﹤0.01%
3
4084
$0 ﹤0.01%
+4
4085
$0 ﹤0.01%
14
-9,305
4086
$0 ﹤0.01%
52
4087
$0 ﹤0.01%
1
-181
4088
– –
0
4089
– –
-304
4090
$0 ﹤0.01%
+35
4091
$0 ﹤0.01%
55
-1,115
4092
$0 ﹤0.01%
10
4093
$0 ﹤0.01%
100
4094
$0 ﹤0.01%
30
4095
– –
-5,300
4096
– –
-853
4097
$0 ﹤0.01%
26
-89
4098
– –
-3
4099
– –
-185
4100
– –
-475
162 163
164
165 166