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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
2651
$29K ﹤0.01%
1,222
-2,500
2652
$29K ﹤0.01%
997
+1
2653
$29K ﹤0.01%
252
-55
2654
$29K ﹤0.01%
992
+9
2655
$29K ﹤0.01%
1,871
+116
2656
$29K ﹤0.01%
4,568
+584
2657
$29K ﹤0.01%
1,410
2658
$29K ﹤0.01%
13,183
+13,164
2659
$28K ﹤0.01%
198
-3
2660
$28K ﹤0.01%
426
-724
2661
$28K ﹤0.01%
2,839
+268
2662
$28K ﹤0.01%
1,261
+1,019
2663
$28K ﹤0.01%
2,113
+52
2664
$28K ﹤0.01%
800
+19
2665
$28K ﹤0.01%
2,746
+1,014
2666
$28K ﹤0.01%
1,051
+147
2667
$28K ﹤0.01%
1,928
+167
2668
$28K ﹤0.01%
+2,378
2669
$28K ﹤0.01%
307
+30
2670
$28K ﹤0.01%
4,960
+579
2671
$28K ﹤0.01%
741
+72
2672
$28K ﹤0.01%
312
+60
2673
$28K ﹤0.01%
2,774
+41
2674
$28K ﹤0.01%
840
2675
$28K ﹤0.01%
3,653
+337
105 106
107
108 109