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
4126
$0 ﹤0.01%
22
4127
– –
0
4128
$0 ﹤0.01%
3
4129
– –
-8
4130
– –
-28
4131
$0 ﹤0.01%
+5
4132
$0 ﹤0.01%
+10
4133
– –
-1,254
4134
$0 ﹤0.01%
16
4135
$0 ﹤0.01%
16
4136
– –
-30
4137
$0 ﹤0.01%
8
-96
4138
$0 ﹤0.01%
16
4139
$0 ﹤0.01%
8
4140
$0 ﹤0.01%
150
-122
4141
– –
-136
4142
– –
-789
4143
$0 ﹤0.01%
30
4144
– –
-21
4145
$0 ﹤0.01%
54
4146
$0 ﹤0.01%
44
4147
$0 ﹤0.01%
+44
4148
– –
0
4149
$0 ﹤0.01%
5
4150
$0 ﹤0.01%
+11
164 165
166
167 168