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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
4201
$0 ﹤0.01%
6
+3
4202
– –
0
4203
$0 ﹤0.01%
10
-207
4204
$0 ﹤0.01%
+23
4205
– –
-1,845
4206
– –
0
4207
– –
-43
4208
– –
-2,711
4209
$0 ﹤0.01%
+8
4210
– –
-16
4211
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-20
4212
– –
-570
4213
$0 ﹤0.01%
4
4214
$0 ﹤0.01%
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4215
$0 ﹤0.01%
8
4216
$0 ﹤0.01%
8
4217
– –
-59
4218
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0
4219
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-451
4220
$0 ﹤0.01%
5
4221
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-80
4222
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-500
4223
$0 ﹤0.01%
60
4224
$0 ﹤0.01%
10
4225
– –
-1
167 168
169
170 171