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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
3001
$7K ﹤0.01%
192
3002
$7K ﹤0.01%
170
-86
3003
$7K ﹤0.01%
172
+6
3004
$7K ﹤0.01%
100
-50
3005
$7K ﹤0.01%
694
+326
3006
$7K ﹤0.01%
550
+370
3007
$7K ﹤0.01%
119
-207
3008
$7K ﹤0.01%
387
-88
3009
$7K ﹤0.01%
206
-226
3010
$7K ﹤0.01%
231
-86
3011
$7K ﹤0.01%
197
+22
3012
$7K ﹤0.01%
100
-186
3013
$7K ﹤0.01%
320
+120
3014
$7K ﹤0.01%
324
-227
3015
$7K ﹤0.01%
345
3016
$7K ﹤0.01%
550
-56
3017
$7K ﹤0.01%
+622
3018
$7K ﹤0.01%
140
+83
3019
$7K ﹤0.01%
262
+30
3020
$7K ﹤0.01%
193
+39
3021
$7K ﹤0.01%
1,094
+751
3022
$7K ﹤0.01%
+271
3023
$7K ﹤0.01%
177
+97
3024
$7K ﹤0.01%
611
+100
3025
$7K ﹤0.01%
243
-200
119 120
121
122 123