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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
$20.6B
AUM Growth
+$1.96B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,895
New
Increased
Reduced
Closed

Top Buys

1
+$315M
2
+$185M
3
+$165M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$129M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$88.8M

Top Sells

1
+$350M
2
+$232M
3
+$179M
4
OEF icon
iShares S&P 100 ETF
OEF
+$112M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$108M

Sector Composition

1 Technology 7.28%
2 Financials 3.71%
3 Healthcare 3.4%
4 Consumer Discretionary 2.78%
5 Communication Services 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$37K ﹤0.01%
875
+20
2502
$37K ﹤0.01%
5,562
-490
2503
$37K ﹤0.01%
+879
2504
$37K ﹤0.01%
317
+5
2505
$37K ﹤0.01%
359
+40
2506
$36K ﹤0.01%
1,770
-241
2507
$36K ﹤0.01%
1,165
+348
2508
$36K ﹤0.01%
388
+108
2509
$36K ﹤0.01%
1,562
+296
2510
$36K ﹤0.01%
515
+200
2511
$36K ﹤0.01%
2,722
-3,649
2512
$36K ﹤0.01%
636
+194
2513
$36K ﹤0.01%
1,136
+33
2514
$36K ﹤0.01%
3,243
-891
2515
$36K ﹤0.01%
3,343
+967
2516
$36K ﹤0.01%
1,082
+552
2517
$36K ﹤0.01%
620
-85
2518
$36K ﹤0.01%
697
+42
2519
$36K ﹤0.01%
3,053
-533
2520
$36K ﹤0.01%
2,210
-200
2521
$36K ﹤0.01%
110
+107
2522
$36K ﹤0.01%
360
+146
2523
$36K ﹤0.01%
1,253
2524
$36K ﹤0.01%
1,320
2525
$35K ﹤0.01%
601
+12
99 100
101
102 103