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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
2876
$21K ﹤0.01%
852
+264
2877
$21K ﹤0.01%
+439
2878
$21K ﹤0.01%
194
-26
2879
$21K ﹤0.01%
655
+500
2880
$21K ﹤0.01%
830
+353
2881
$21K ﹤0.01%
435
+37
2882
$21K ﹤0.01%
1,419
+45
2883
$21K ﹤0.01%
1,126
+6
2884
$21K ﹤0.01%
15,600
+2,425
2885
$21K ﹤0.01%
780
+126
2886
$21K ﹤0.01%
430
+85
2887
$21K ﹤0.01%
854
+8
2888
$21K ﹤0.01%
94
+21
2889
$20K ﹤0.01%
3,639
+43
2890
$20K ﹤0.01%
700
2891
$20K ﹤0.01%
672
+5
2892
$20K ﹤0.01%
1,008
+8
2893
$20K ﹤0.01%
+397
2894
$20K ﹤0.01%
3,389
+230
2895
$20K ﹤0.01%
180
+57
2896
$20K ﹤0.01%
165
+164
2897
$20K ﹤0.01%
904
+1
2898
$20K ﹤0.01%
655
2899
$20K ﹤0.01%
735
+25
2900
$20K ﹤0.01%
+402
114 115
116
117 118