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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
3426
$3K ﹤0.01%
30
3427
$3K ﹤0.01%
89
+3
3428
$3K ﹤0.01%
3,460
-4,195
3429
$3K ﹤0.01%
+142
3430
$3K ﹤0.01%
43
+21
3431
$3K ﹤0.01%
224
-100
3432
$3K ﹤0.01%
284
+149
3433
$3K ﹤0.01%
44
+33
3434
$3K ﹤0.01%
430
3435
$3K ﹤0.01%
+201
3436
$3K ﹤0.01%
283
3437
$3K ﹤0.01%
+108
3438
$3K ﹤0.01%
195
-579
3439
$3K ﹤0.01%
207
3440
$3K ﹤0.01%
85
3441
$3K ﹤0.01%
191
3442
$3K ﹤0.01%
133
3443
$3K ﹤0.01%
+84
3444
$3K ﹤0.01%
479
+43
3445
$3K ﹤0.01%
136
3446
$3K ﹤0.01%
139
+17
3447
$3K ﹤0.01%
161
+80
3448
$3K ﹤0.01%
60
+5
3449
$3K ﹤0.01%
376
-1
3450
$3K ﹤0.01%
215
136 137
138
139 140