We are live on ! Find out more
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
2826
$10K ﹤0.01%
400
+366
2827
$10K ﹤0.01%
563
2828
$9K ﹤0.01%
2,733
-128
2829
$9K ﹤0.01%
588
-114
2830
$9K ﹤0.01%
1,484
+1,004
2831
$9K ﹤0.01%
506
-1,199
2832
$9K ﹤0.01%
93
+39
2833
$9K ﹤0.01%
573
+390
2834
$9K ﹤0.01%
+340
2835
$9K ﹤0.01%
1,473
+277
2836
$9K ﹤0.01%
155
+125
2837
$9K ﹤0.01%
61
-17
2838
$9K ﹤0.01%
483
+7
2839
$9K ﹤0.01%
145
+13
2840
$9K ﹤0.01%
404
-88
2841
$9K ﹤0.01%
+503
2842
$9K ﹤0.01%
346
-479
2843
$9K ﹤0.01%
83
+40
2844
$9K ﹤0.01%
309
+16
2845
$9K ﹤0.01%
241
+25
2846
$9K ﹤0.01%
515
+86
2847
$9K ﹤0.01%
3,117
2848
$9K ﹤0.01%
1,182
+63
2849
$9K ﹤0.01%
746
+505
2850
$9K ﹤0.01%
386
-25
112 113
114
115 116