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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
2526
$35K ﹤0.01%
447
-58
2527
$35K ﹤0.01%
3,388
+320
2528
$35K ﹤0.01%
4,331
+4,271
2529
$35K ﹤0.01%
1,445
-886
2530
$35K ﹤0.01%
1,416
+509
2531
$35K ﹤0.01%
299
+165
2532
$35K ﹤0.01%
2,962
2533
$35K ﹤0.01%
1,065
-305
2534
$35K ﹤0.01%
170
+7
2535
$35K ﹤0.01%
345
+32
2536
$35K ﹤0.01%
2,290
-530
2537
$35K ﹤0.01%
505
+254
2538
$35K ﹤0.01%
7,773
-2,222
2539
$35K ﹤0.01%
1,145
+587
2540
$35K ﹤0.01%
825
-9,836
2541
$35K ﹤0.01%
2,907
+35
2542
$35K ﹤0.01%
2,200
+24
2543
$35K ﹤0.01%
1,247
-223
2544
$35K ﹤0.01%
705
-9
2545
$35K ﹤0.01%
3,094
+124
2546
$34K ﹤0.01%
6,306
-1,842
2547
$34K ﹤0.01%
574
+99
2548
$34K ﹤0.01%
849
+68
2549
$34K ﹤0.01%
2,956
+46
2550
$34K ﹤0.01%
3,396
-2,381
100 101
102
103 104