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
3776
$1K ﹤0.01%
+27
3777
$1K ﹤0.01%
338
3778
$1K ﹤0.01%
13
-5
3779
$1K ﹤0.01%
300
3780
$1K ﹤0.01%
100
3781
$1K ﹤0.01%
143
+91
3782
$1K ﹤0.01%
1,000
3783
$1K ﹤0.01%
+257
3784
$1K ﹤0.01%
64
+14
3785
$1K ﹤0.01%
86
-13
3786
$1K ﹤0.01%
31
3787
$1K ﹤0.01%
100
3788
$1K ﹤0.01%
+223
3789
$1K ﹤0.01%
26
3790
$1K ﹤0.01%
+140
3791
$1K ﹤0.01%
15
-1
3792
$1K ﹤0.01%
+22
3793
$1K ﹤0.01%
+132
3794
$1K ﹤0.01%
33
-75
3795
$1K ﹤0.01%
100
-400
3796
$1K ﹤0.01%
525
-2,312
3797
$1K ﹤0.01%
25
+21
3798
$1K ﹤0.01%
+250
3799
$1K ﹤0.01%
503
3800
$1K ﹤0.01%
+86
150 151
152
153 154