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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
2001
$34K ﹤0.01%
1,446
-144,689
2002
$34K ﹤0.01%
496
-8
2003
$34K ﹤0.01%
330
+7
2004
$34K ﹤0.01%
4,188
-691
2005
$34K ﹤0.01%
1,044
2006
$34K ﹤0.01%
431
-177
2007
$34K ﹤0.01%
1,545
2008
$34K ﹤0.01%
773
2009
$34K ﹤0.01%
450
-100
2010
$33K ﹤0.01%
642
+274
2011
$33K ﹤0.01%
734
+15
2012
$33K ﹤0.01%
2,035
-414
2013
$33K ﹤0.01%
1,691
-426
2014
$33K ﹤0.01%
789
+30
2015
$33K ﹤0.01%
813
+573
2016
$33K ﹤0.01%
1,800
+758
2017
$33K ﹤0.01%
1,345
-1,250
2018
$33K ﹤0.01%
5,672
-2,558
2019
$33K ﹤0.01%
2,024
+1,275
2020
$33K ﹤0.01%
1,389
-1,274
2021
$33K ﹤0.01%
1,393
-1,279
2022
$33K ﹤0.01%
574
-29
2023
$33K ﹤0.01%
1,775
+24
2024
$33K ﹤0.01%
5,843
+1,718
2025
$33K ﹤0.01%
975
79 80
81
82 83