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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
2851
$21K ﹤0.01%
419
+170
2852
$21K ﹤0.01%
981
-96
2853
$21K ﹤0.01%
1,471
-1,200
2854
$21K ﹤0.01%
1,716
-50
2855
$21K ﹤0.01%
6,726
+5,613
2856
$21K ﹤0.01%
332
2857
$21K ﹤0.01%
1,752
+53
2858
$21K ﹤0.01%
1,324
+861
2859
$21K ﹤0.01%
219
+4
2860
$21K ﹤0.01%
3,257
+207
2861
$21K ﹤0.01%
521
+7
2862
$21K ﹤0.01%
202
2863
$21K ﹤0.01%
294
-101
2864
$21K ﹤0.01%
1,131
+43
2865
$21K ﹤0.01%
413
-714
2866
$21K ﹤0.01%
3,091
+632
2867
$21K ﹤0.01%
458
+205
2868
$21K ﹤0.01%
792
2869
$21K ﹤0.01%
820
-64
2870
$21K ﹤0.01%
1,201
+473
2871
$21K ﹤0.01%
1,833
-123
2872
$21K ﹤0.01%
796
-150
2873
$21K ﹤0.01%
6,095
+26
2874
$21K ﹤0.01%
418
+75
2875
$21K ﹤0.01%
465
-43
113 114
115
116 117