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
3251
$4K ﹤0.01%
126
-57
3252
$4K ﹤0.01%
216
+39
3253
$4K ﹤0.01%
534
+374
3254
$4K ﹤0.01%
102
+34
3255
$4K ﹤0.01%
84
+9
3256
$4K ﹤0.01%
350
3257
$4K ﹤0.01%
131
-48
3258
$4K ﹤0.01%
45
+5
3259
$4K ﹤0.01%
466
-857
3260
$4K ﹤0.01%
173
+144
3261
$4K ﹤0.01%
+99
3262
$4K ﹤0.01%
1,750
-63
3263
$4K ﹤0.01%
111
3264
$4K ﹤0.01%
110
3265
$4K ﹤0.01%
+463
3266
$4K ﹤0.01%
159
+38
3267
$4K ﹤0.01%
401
+361
3268
$4K ﹤0.01%
20
-23
3269
$4K ﹤0.01%
396
-12
3270
$4K ﹤0.01%
91
+72
3271
$4K ﹤0.01%
145
-179
3272
$4K ﹤0.01%
310
-765
3273
$4K ﹤0.01%
125
3274
$4K ﹤0.01%
100
3275
$4K ﹤0.01%
1,350
129 130
131
132 133