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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
2601
$32K ﹤0.01%
+307
2602
$32K ﹤0.01%
2,801
+9
2603
$32K ﹤0.01%
2,605
-829
2604
$32K ﹤0.01%
310
+166
2605
$32K ﹤0.01%
1,609
+1
2606
$32K ﹤0.01%
343
+83
2607
$31K ﹤0.01%
1,243
2608
$31K ﹤0.01%
615
-135
2609
$31K ﹤0.01%
2,197
+401
2610
$31K ﹤0.01%
784
-9,755
2611
$31K ﹤0.01%
894
+520
2612
$31K ﹤0.01%
889
-284
2613
$31K ﹤0.01%
333
-6
2614
$31K ﹤0.01%
801
2615
$31K ﹤0.01%
510
2616
$31K ﹤0.01%
2,356
+1,600
2617
$31K ﹤0.01%
573
2618
$31K ﹤0.01%
5,821
+983
2619
$31K ﹤0.01%
1,009
-197
2620
$31K ﹤0.01%
917
+119
2621
$31K ﹤0.01%
285
+1
2622
$31K ﹤0.01%
1,544
+345
2623
$31K ﹤0.01%
817
+302
2624
$31K ﹤0.01%
1,189
2625
$31K ﹤0.01%
9,524
+1,614
103 104
105
106 107