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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
2626
$30K ﹤0.01%
348
-330
2627
$30K ﹤0.01%
652
+27
2628
$30K ﹤0.01%
2,340
2629
$30K ﹤0.01%
775
+47
2630
$30K ﹤0.01%
457
-832
2631
$30K ﹤0.01%
388
2632
$30K ﹤0.01%
640
-5
2633
$30K ﹤0.01%
451
2634
$30K ﹤0.01%
483
+348
2635
$30K ﹤0.01%
1,634
-408
2636
$30K ﹤0.01%
306
+8
2637
$30K ﹤0.01%
1,391
+8
2638
$30K ﹤0.01%
524
+213
2639
$30K ﹤0.01%
4,400
+417
2640
$30K ﹤0.01%
486
-25
2641
$30K ﹤0.01%
2,347
+2,182
2642
$30K ﹤0.01%
1,521
+223
2643
$30K ﹤0.01%
837
+5
2644
$30K ﹤0.01%
1,245
2645
$29K ﹤0.01%
680
2646
$29K ﹤0.01%
9,686
+295
2647
$29K ﹤0.01%
690
-5
2648
$29K ﹤0.01%
1,326
+300
2649
$29K ﹤0.01%
2,013
2650
$29K ﹤0.01%
1,800
+1,774
104 105
106
107 108