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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
2026
$33K ﹤0.01%
540
-263
2027
$33K ﹤0.01%
419
-34
2028
$33K ﹤0.01%
775
+53
2029
$33K ﹤0.01%
706
+39
2030
$33K ﹤0.01%
856
+697
2031
$32K ﹤0.01%
2,681
+2,173
2032
$32K ﹤0.01%
7,049
+1,587
2033
$32K ﹤0.01%
4,042
-1,436
2034
$32K ﹤0.01%
483
-55
2035
$32K ﹤0.01%
584
2036
$32K ﹤0.01%
1,049
+777
2037
$32K ﹤0.01%
475
+8
2038
$32K ﹤0.01%
248
+10
2039
$32K ﹤0.01%
97
-25
2040
$32K ﹤0.01%
873
+16
2041
$32K ﹤0.01%
298
-323
2042
$32K ﹤0.01%
789
-374
2043
$32K ﹤0.01%
770
+489
2044
$32K ﹤0.01%
3,476
+3,205
2045
$32K ﹤0.01%
+1,623
2046
$32K ﹤0.01%
359
+9
2047
$32K ﹤0.01%
147
2048
$32K ﹤0.01%
677
+203
2049
$32K ﹤0.01%
171
+1
2050
$32K ﹤0.01%
17,299
-1,902
80 81
82
83 84