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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
2576
$33K ﹤0.01%
800
-313
2577
$33K ﹤0.01%
+1,353
2578
$33K ﹤0.01%
705
+3
2579
$33K ﹤0.01%
3,269
+1,376
2580
$33K ﹤0.01%
853
-8
2581
$33K ﹤0.01%
2,190
+698
2582
$33K ﹤0.01%
1,728
+257
2583
$33K ﹤0.01%
3,600
+177
2584
$33K ﹤0.01%
3,144
+26
2585
$33K ﹤0.01%
1,633
+202
2586
$33K ﹤0.01%
1,345
-1,587
2587
$32K ﹤0.01%
2,853
+1,233
2588
$32K ﹤0.01%
3,276
+1,237
2589
$32K ﹤0.01%
435
-336
2590
$32K ﹤0.01%
2,800
+1,023
2591
$32K ﹤0.01%
3,514
+1,506
2592
$32K ﹤0.01%
511
2593
$32K ﹤0.01%
5,804
+1,334
2594
$32K ﹤0.01%
154
-9
2595
$32K ﹤0.01%
1,265
-1,199
2596
$32K ﹤0.01%
438
2597
$32K ﹤0.01%
1,758
-397
2598
$32K ﹤0.01%
1,344
+46
2599
$32K ﹤0.01%
1,960
+1,521
2600
$32K ﹤0.01%
446
-12
102 103
104
105 106