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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
3651
$2K ﹤0.01%
30
+10
3652
$2K ﹤0.01%
57
3653
$2K ﹤0.01%
+69
3654
$2K ﹤0.01%
380
3655
$2K ﹤0.01%
51
+9
3656
$2K ﹤0.01%
1,256
+735
3657
$2K ﹤0.01%
76
3658
$2K ﹤0.01%
45
-9
3659
$2K ﹤0.01%
336
+196
3660
$2K ﹤0.01%
35
+16
3661
$2K ﹤0.01%
518
3662
$2K ﹤0.01%
102
3663
$1K ﹤0.01%
83
3664
$1K ﹤0.01%
100
-1,522
3665
$1K ﹤0.01%
12
3666
$1K ﹤0.01%
+60
3667
$1K ﹤0.01%
212
+185
3668
$1K ﹤0.01%
+79
3669
$1K ﹤0.01%
100
3670
$1K ﹤0.01%
+20
3671
$1K ﹤0.01%
8
-50
3672
$1K ﹤0.01%
97
+40
3673
$1K ﹤0.01%
+44
3674
$1K ﹤0.01%
+24
3675
$1K ﹤0.01%
3
-11
145 146
147
148 149