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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
4376
– –
-28
4377
$0 ﹤0.01%
+9
4378
– –
-579
4379
$0 ﹤0.01%
+120
4380
$0 ﹤0.01%
30
4381
$0 ﹤0.01%
20
-12
4382
$0 ﹤0.01%
8
-1,775
4383
$0 ﹤0.01%
+12
4384
– –
-72
4385
$0 ﹤0.01%
48
+18
4386
$0 ﹤0.01%
16
4387
$0 ﹤0.01%
4
4388
$0 ﹤0.01%
7
4389
$0 ﹤0.01%
1
4390
$0 ﹤0.01%
23
4391
– –
-36
4392
$0 ﹤0.01%
51
+42
4393
– –
-3
4394
$0 ﹤0.01%
175
4395
– –
-1,320
4396
$0 ﹤0.01%
+32
4397
$0 ﹤0.01%
14
4398
$0 ﹤0.01%
12
4399
$0 ﹤0.01%
+1
4400
$0 ﹤0.01%
1
173 174 175
176
177