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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
3026
$7K ﹤0.01%
207
-150
3027
$7K ﹤0.01%
217
-110
3028
$7K ﹤0.01%
236
+68
3029
$7K ﹤0.01%
354
+9
3030
$7K ﹤0.01%
394
-52,621
3031
$7K ﹤0.01%
+744
3032
$7K ﹤0.01%
932
+432
3033
$7K ﹤0.01%
122
-51
3034
$7K ﹤0.01%
193
+139
3035
$7K ﹤0.01%
+90
3036
$7K ﹤0.01%
137
+36
3037
$7K ﹤0.01%
+464
3038
$7K ﹤0.01%
421
+313
3039
$7K ﹤0.01%
347
3040
$7K ﹤0.01%
120
-72
3041
$7K ﹤0.01%
+419
3042
$7K ﹤0.01%
48
+32
3043
$7K ﹤0.01%
136
+65
3044
$7K ﹤0.01%
221
+112
3045
$6K ﹤0.01%
63
+5
3046
$6K ﹤0.01%
78
+29
3047
$6K ﹤0.01%
200
3048
$6K ﹤0.01%
+620
3049
$6K ﹤0.01%
431
+120
3050
$6K ﹤0.01%
696
-549
120 121
122
123 124