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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
4251
– –
-20
4252
$0 ﹤0.01%
3
4253
$0 ﹤0.01%
10
4254
$0 ﹤0.01%
505
4255
– –
-510
4256
– –
-505
4257
– –
-242
4258
– –
-387
4259
– –
-3
4260
– –
-1,500
4261
– –
-17
4262
– –
-483
4263
– –
-15,120
4264
– –
-1,458
4265
– –
-44
4266
– –
-253
4267
– –
-50
4268
– –
-100
4269
– –
-103
4270
– –
-705
4271
– –
-1
4272
– –
-111,799
4273
– –
-2,040
4274
– –
-117
4275
– –
-12
169 170
171
172 173