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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
2826
$22K ﹤0.01%
1,355
+330
2827
$22K ﹤0.01%
854
-100
2828
$22K ﹤0.01%
178
+52
2829
$22K ﹤0.01%
1,995
-1,990
2830
$22K ﹤0.01%
2,219
+408
2831
$22K ﹤0.01%
899
+374
2832
$22K ﹤0.01%
3,708
-925
2833
$22K ﹤0.01%
514
+14
2834
$22K ﹤0.01%
2,799
+69
2835
$22K ﹤0.01%
168
+130
2836
$22K ﹤0.01%
6,287
+1,689
2837
$22K ﹤0.01%
380
+5
2838
$22K ﹤0.01%
436
2839
$22K ﹤0.01%
710
2840
$22K ﹤0.01%
629
-13
2841
$22K ﹤0.01%
794
-2
2842
$22K ﹤0.01%
1,983
2843
$22K ﹤0.01%
1,441
-138
2844
$22K ﹤0.01%
88
+10
2845
$22K ﹤0.01%
9,620
-6,594
2846
$22K ﹤0.01%
150
2847
$22K ﹤0.01%
3,000
2848
$21K ﹤0.01%
902
2849
$21K ﹤0.01%
271
2850
$21K ﹤0.01%
896
+438
112 113
114
115 116