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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
4326
$0 ﹤0.01%
+17
4327
– –
-545
4328
$0 ﹤0.01%
421
4329
$0 ﹤0.01%
10
4330
– –
-282
4331
– –
-413
4332
– –
-270
4333
– –
-579
4334
$0 ﹤0.01%
+74
4335
$0 ﹤0.01%
+25
4336
$0 ﹤0.01%
+102
4337
$0 ﹤0.01%
9
4338
– –
-4,760
4339
– –
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4340
$0 ﹤0.01%
30
4341
$0 ﹤0.01%
3
4342
$0 ﹤0.01%
+1
4343
– –
-1
4344
$0 ﹤0.01%
13
-10
4345
$0 ﹤0.01%
5
-1,572
4346
– –
-2,304
4347
– –
-17,144
4348
$0 ﹤0.01%
+10
4349
$0 ﹤0.01%
7
4350
$0 ﹤0.01%
15
-2
172 173
174
175 176