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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
2926
$19K ﹤0.01%
939
+829
2927
$19K ﹤0.01%
1,347
-329
2928
$19K ﹤0.01%
697
+42
2929
$19K ﹤0.01%
442
-331
2930
$19K ﹤0.01%
911
-2,885
2931
$19K ﹤0.01%
+951
2932
$19K ﹤0.01%
2,492
+1,412
2933
$19K ﹤0.01%
1,381
2934
$19K ﹤0.01%
153
-27
2935
$19K ﹤0.01%
1,156
+98
2936
$19K ﹤0.01%
210
+118
2937
$19K ﹤0.01%
344
+183
2938
$19K ﹤0.01%
3,119
+956
2939
$19K ﹤0.01%
806
-907
2940
$19K ﹤0.01%
149
+2
2941
$19K ﹤0.01%
737
-68
2942
$19K ﹤0.01%
729
-103
2943
$19K ﹤0.01%
+845
2944
$19K ﹤0.01%
1,674
+1,335
2945
$19K ﹤0.01%
584
+57
2946
$19K ﹤0.01%
2,000
2947
$19K ﹤0.01%
799
+33
2948
$19K ﹤0.01%
544
+147
2949
$19K ﹤0.01%
+1,083
2950
$19K ﹤0.01%
490
+387
116 117
118
119 120