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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
4351
$0 ﹤0.01%
7
+1
4352
– –
-459
4353
– –
-6,689
4354
– –
-3,285
4355
– –
-3,308
4356
$0 ﹤0.01%
33
4357
– –
-3
4358
– –
-415
4359
$0 ﹤0.01%
+19
4360
– –
-4,000
4361
$0 ﹤0.01%
8
4362
$0 ﹤0.01%
2
4363
$0 ﹤0.01%
+34
4364
– –
0
4365
– –
-243
4366
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0
4367
– –
-3
4368
$0 ﹤0.01%
13
4369
$0 ﹤0.01%
1
-87
4370
$0 ﹤0.01%
1
4371
$0 ﹤0.01%
48
4372
– –
-130
4373
– –
-1,806
4374
$0 ﹤0.01%
9
+5
4375
$0 ﹤0.01%
9
-19
173 174
175
176 177