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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
4226
– –
-9
4227
– –
-4
4228
$0 ﹤0.01%
+10
4229
– –
-15,590
4230
$0 ﹤0.01%
86
4231
$0 ﹤0.01%
10
-10
4232
$0 ﹤0.01%
23
4233
$0 ﹤0.01%
78
-54
4234
– –
-95
4235
$0 ﹤0.01%
2
-14
4236
$0 ﹤0.01%
499
4237
– –
-4
4238
$0 ﹤0.01%
+323
4239
– –
0
4240
$0 ﹤0.01%
+6
4241
$0 ﹤0.01%
100
4242
$0 ﹤0.01%
67
4243
$0 ﹤0.01%
+6
4244
– –
-510
4245
– –
-21
4246
– –
-238
4247
$0 ﹤0.01%
89
4248
$0 ﹤0.01%
+69
4249
– –
-1,836
4250
– –
-90
168 169
170
171 172