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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
1926
$37K ﹤0.01%
1,159
+258
1927
$37K ﹤0.01%
1,249
+478
1928
$37K ﹤0.01%
3,540
-2,209
1929
$37K ﹤0.01%
1,324
+784
1930
$37K ﹤0.01%
1,913
-1,823
1931
$37K ﹤0.01%
1,332
+851
1932
$37K ﹤0.01%
348
+18
1933
$37K ﹤0.01%
948
+4
1934
$37K ﹤0.01%
2,368
+1,217
1935
$37K ﹤0.01%
766
+2
1936
$37K ﹤0.01%
2,260
1937
$37K ﹤0.01%
583
+362
1938
$37K ﹤0.01%
1,344
+219
1939
$37K ﹤0.01%
1,007
-948
1940
$37K ﹤0.01%
1,153
+609
1941
$37K ﹤0.01%
977
+963
1942
$37K ﹤0.01%
2,185
-39
1943
$37K ﹤0.01%
598
-357
1944
$37K ﹤0.01%
649
+104
1945
$37K ﹤0.01%
7,673
-1,535
1946
$37K ﹤0.01%
1,455
+1,412
1947
$36K ﹤0.01%
656
-78
1948
$36K ﹤0.01%
418
+91
1949
$36K ﹤0.01%
335
-135
1950
$36K ﹤0.01%
326
-225
76 77
78
79 80