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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
2976
$18K ﹤0.01%
430
+8
2977
$18K ﹤0.01%
410
+14
2978
$18K ﹤0.01%
167
-299
2979
$18K ﹤0.01%
100
2980
$18K ﹤0.01%
6,375
+3,291
2981
$18K ﹤0.01%
+969
2982
$18K ﹤0.01%
210
-834
2983
$18K ﹤0.01%
276
2984
$18K ﹤0.01%
404
+197
2985
$18K ﹤0.01%
940
-196
2986
$18K ﹤0.01%
427
-105
2987
$17K ﹤0.01%
924
+103
2988
$17K ﹤0.01%
795
-218
2989
$17K ﹤0.01%
162
+41
2990
$17K ﹤0.01%
676
2991
$17K ﹤0.01%
794
+6
2992
$17K ﹤0.01%
282
+270
2993
$17K ﹤0.01%
1,208
+84
2994
$17K ﹤0.01%
700
+400
2995
$17K ﹤0.01%
325
-164
2996
$17K ﹤0.01%
380
-13
2997
$17K ﹤0.01%
310
-100
2998
$17K ﹤0.01%
2,480
2999
$17K ﹤0.01%
409
+43
3000
$17K ﹤0.01%
846
118 119
120
121 122