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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
4276
– –
-102
4277
– –
-155,964
4278
$0 ﹤0.01%
10
4279
$0 ﹤0.01%
2
4280
$0 ﹤0.01%
30
-62
4281
$0 ﹤0.01%
+3
4282
$0 ﹤0.01%
+11
4283
$0 ﹤0.01%
59
+46
4284
$0 ﹤0.01%
18
-37
4285
$0 ﹤0.01%
+27
4286
$0 ﹤0.01%
18
-22
4287
– –
-50
4288
$0 ﹤0.01%
15
4289
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0
4290
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-58
4291
$0 ﹤0.01%
12
4292
– –
-24
4293
$0 ﹤0.01%
+43
4294
– –
-8
4295
$0 ﹤0.01%
13
-174
4296
– –
-141
4297
$0 ﹤0.01%
9
4298
$0 ﹤0.01%
+8
4299
$0 ﹤0.01%
18
4300
$0 ﹤0.01%
24
-463
170 171
172
173 174