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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
4301
– –
-13
4302
$0 ﹤0.01%
+32
4303
– –
-102
4304
$0 ﹤0.01%
1
4305
– –
-1
4306
$0 ﹤0.01%
+81
4307
$0 ﹤0.01%
1
4308
$0 ﹤0.01%
+9
4309
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35
+25
4310
$0 ﹤0.01%
2
4311
$0 ﹤0.01%
120
4312
$0 ﹤0.01%
8
4313
$0 ﹤0.01%
3
4314
$0 ﹤0.01%
+46
4315
– –
0
4316
$0 ﹤0.01%
+29
4317
$0 ﹤0.01%
23
-21
4318
$0 ﹤0.01%
1
-1
4319
$0 ﹤0.01%
+5
4320
– –
-173
4321
– –
-6,485
4322
$0 ﹤0.01%
+66
4323
– –
-46
4324
$0 ﹤0.01%
3
4325
$0 ﹤0.01%
4
171 172
173
174 175