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
2451
$18K ﹤0.01%
219
2452
$18K ﹤0.01%
5,255
+590
2453
$18K ﹤0.01%
7,088
+617
2454
$18K ﹤0.01%
2,423
-5
2455
$18K ﹤0.01%
3,108
-3,807
2456
$18K ﹤0.01%
669
-144
2457
$18K ﹤0.01%
+723
2458
$18K ﹤0.01%
10,000
2459
$18K ﹤0.01%
1,096
-657
2460
$17K ﹤0.01%
536
2461
$17K ﹤0.01%
2,687
+2,188
2462
$17K ﹤0.01%
2,714
2463
$17K ﹤0.01%
365
-289
2464
$17K ﹤0.01%
3,852
-458
2465
$17K ﹤0.01%
677
+75
2466
$17K ﹤0.01%
531
-189,237
2467
$17K ﹤0.01%
364
2468
$17K ﹤0.01%
1,970
2469
$17K ﹤0.01%
655
2470
$17K ﹤0.01%
202
2471
$17K ﹤0.01%
1,148
-11
2472
$17K ﹤0.01%
618
+348
2473
$17K ﹤0.01%
1,537
+70
2474
$17K ﹤0.01%
272
+28
2475
$17K ﹤0.01%
1,507
+1,063
97 98
99
100 101