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
3401
$3K ﹤0.01%
101
3402
$3K ﹤0.01%
14
-9
3403
$3K ﹤0.01%
333
3404
$3K ﹤0.01%
109
+35
3405
$3K ﹤0.01%
61
-58
3406
$3K ﹤0.01%
+116
3407
$3K ﹤0.01%
+88
3408
$3K ﹤0.01%
432
-68
3409
$3K ﹤0.01%
105
+93
3410
$3K ﹤0.01%
158
-108
3411
$3K ﹤0.01%
141
+64
3412
$3K ﹤0.01%
500
-585
3413
$3K ﹤0.01%
83
-239
3414
$3K ﹤0.01%
342
3415
$3K ﹤0.01%
88
+3
3416
$3K ﹤0.01%
700
3417
$3K ﹤0.01%
654
3418
$3K ﹤0.01%
312
3419
$3K ﹤0.01%
515
3420
$3K ﹤0.01%
138
+127
3421
$3K ﹤0.01%
59
-37
3422
$3K ﹤0.01%
306
+3
3423
$3K ﹤0.01%
182
-100
3424
$3K ﹤0.01%
756
+569
3425
$3K ﹤0.01%
67
+51
135 136
137
138 139