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
3326
$4K ﹤0.01%
1,415
-435
3327
$4K ﹤0.01%
99
+43
3328
$4K ﹤0.01%
318
+156
3329
$4K ﹤0.01%
1,089
-850
3330
$4K ﹤0.01%
117
+112
3331
$4K ﹤0.01%
580
-236
3332
$4K ﹤0.01%
95
+9
3333
$4K ﹤0.01%
92
+20
3334
$4K ﹤0.01%
1,866
-1,968
3335
$4K ﹤0.01%
50
-19
3336
$4K ﹤0.01%
58
3337
$4K ﹤0.01%
68
+28
3338
$4K ﹤0.01%
166
+44
3339
$4K ﹤0.01%
65
3340
$4K ﹤0.01%
215
+82
3341
$4K ﹤0.01%
234
+145
3342
$4K ﹤0.01%
+347
3343
$4K ﹤0.01%
179
3344
$4K ﹤0.01%
68
+23
3345
$4K ﹤0.01%
500
-69
3346
$4K ﹤0.01%
196
3347
$4K ﹤0.01%
1,179
-1,773
3348
$4K ﹤0.01%
+76
3349
$4K ﹤0.01%
92
3350
$4K ﹤0.01%
1,029
132 133
134
135 136