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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
3226
$5K ﹤0.01%
160
-59
3227
$5K ﹤0.01%
494
+168
3228
$5K ﹤0.01%
163
-13
3229
$5K ﹤0.01%
456
-62
3230
$5K ﹤0.01%
618
+78
3231
$5K ﹤0.01%
177
+95
3232
$5K ﹤0.01%
445
+392
3233
$5K ﹤0.01%
230
-570
3234
$5K ﹤0.01%
335
3235
$5K ﹤0.01%
390
+353
3236
$5K ﹤0.01%
230
+208
3237
$5K ﹤0.01%
+213
3238
$5K ﹤0.01%
+63
3239
$5K ﹤0.01%
137
+70
3240
$5K ﹤0.01%
894
+120
3241
$5K ﹤0.01%
526
+355
3242
$5K ﹤0.01%
140
-32
3243
$5K ﹤0.01%
110
-79
3244
$5K ﹤0.01%
830
3245
$5K ﹤0.01%
252
-277
3246
$5K ﹤0.01%
839
3247
$5K ﹤0.01%
85
3248
$4K ﹤0.01%
164
3249
$4K ﹤0.01%
75
-19
3250
$4K ﹤0.01%
101
+8
128 129
130
131 132