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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
3051
$6K ﹤0.01%
227
3052
$6K ﹤0.01%
481
+315
3053
$6K ﹤0.01%
284
3054
$6K ﹤0.01%
337
-385
3055
$6K ﹤0.01%
+540
3056
$6K ﹤0.01%
1,200
3057
$6K ﹤0.01%
189
-629
3058
$6K ﹤0.01%
500
3059
$6K ﹤0.01%
+249
3060
$6K ﹤0.01%
117
-243
3061
$6K ﹤0.01%
484
+67
3062
$6K ﹤0.01%
325
+283
3063
$6K ﹤0.01%
165
+67
3064
$6K ﹤0.01%
57
+9
3065
$6K ﹤0.01%
334
3066
$6K ﹤0.01%
233
3067
$6K ﹤0.01%
74
3068
$6K ﹤0.01%
314
-30
3069
$6K ﹤0.01%
162
3070
$6K ﹤0.01%
655
-37
3071
$6K ﹤0.01%
959
-354
3072
$6K ﹤0.01%
174
-4
3073
$6K ﹤0.01%
373
3074
$6K ﹤0.01%
353
+264
3075
$6K ﹤0.01%
205
121 122
123
124 125