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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
2901
$20K ﹤0.01%
617
-202
2902
$20K ﹤0.01%
1,222
+613
2903
$20K ﹤0.01%
612
+599
2904
$20K ﹤0.01%
982
-105
2905
$20K ﹤0.01%
594
-50
2906
$20K ﹤0.01%
211
+5
2907
$20K ﹤0.01%
3,032
2908
$20K ﹤0.01%
897
-57
2909
$20K ﹤0.01%
501
+286
2910
$20K ﹤0.01%
+420
2911
$20K ﹤0.01%
2,875
+160
2912
$20K ﹤0.01%
212
+10
2913
$20K ﹤0.01%
352
+4
2914
$20K ﹤0.01%
410
2915
$20K ﹤0.01%
820
+5
2916
$20K ﹤0.01%
1,588
+327
2917
$20K ﹤0.01%
705
+35
2918
$20K ﹤0.01%
2,837
+553
2919
$20K ﹤0.01%
375
+96
2920
$20K ﹤0.01%
599
-484
2921
$20K ﹤0.01%
2,166
+1,016
2922
$19K ﹤0.01%
155
+76
2923
$19K ﹤0.01%
795
-88
2924
$19K ﹤0.01%
1,201
+113
2925
$19K ﹤0.01%
1,467
115 116
117
118 119