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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
3376
$3K ﹤0.01%
70
-164
3377
$3K ﹤0.01%
184
-116
3378
$3K ﹤0.01%
216
+116
3379
$3K ﹤0.01%
955
-1,415
3380
$3K ﹤0.01%
115
3381
$3K ﹤0.01%
337
+237
3382
$3K ﹤0.01%
+150
3383
$3K ﹤0.01%
150
3384
$3K ﹤0.01%
+139
3385
$3K ﹤0.01%
56
-172
3386
$3K ﹤0.01%
499
-444
3387
$3K ﹤0.01%
1,050
3388
$3K ﹤0.01%
206
3389
$3K ﹤0.01%
2,400
3390
$3K ﹤0.01%
111
+81
3391
$3K ﹤0.01%
327
3392
$3K ﹤0.01%
200
3393
$3K ﹤0.01%
76
3394
$3K ﹤0.01%
+69
3395
$3K ﹤0.01%
100
-577
3396
$3K ﹤0.01%
43
+2
3397
$3K ﹤0.01%
+147
3398
$3K ﹤0.01%
79
-81
3399
$3K ﹤0.01%
165
-269
3400
$3K ﹤0.01%
38
134 135
136
137 138