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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
4101
$0 ﹤0.01%
19
-89
4102
$0 ﹤0.01%
8
4103
– –
-300
4104
$0 ﹤0.01%
33
4105
$0 ﹤0.01%
9
-11
4106
$0 ﹤0.01%
+16
4107
$0 ﹤0.01%
13
4108
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+15
4109
$0 ﹤0.01%
3
4110
$0 ﹤0.01%
31
4111
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-190
4112
– –
-95
4113
$0 ﹤0.01%
4
4114
$0 ﹤0.01%
+9
4115
$0 ﹤0.01%
1
4116
$0 ﹤0.01%
20
4117
– –
-22
4118
– –
-29
4119
– –
-780
4120
– –
-137
4121
$0 ﹤0.01%
11
4122
$0 ﹤0.01%
18
4123
– –
0
4124
– –
-27,252
4125
– –
-43
163 164
165
166 167