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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
3201
$13K ﹤0.01%
393
+117
3202
$13K ﹤0.01%
415
+13
3203
$13K ﹤0.01%
450
-2,120
3204
$13K ﹤0.01%
+167
3205
$12K ﹤0.01%
885
3206
$12K ﹤0.01%
3,645
+572
3207
$12K ﹤0.01%
238
+46
3208
$12K ﹤0.01%
585
-1
3209
$12K ﹤0.01%
458
+400
3210
$12K ﹤0.01%
4,251
+465
3211
$12K ﹤0.01%
3,220
-37
3212
$12K ﹤0.01%
534
-287
3213
$12K ﹤0.01%
1,582
+366
3214
$12K ﹤0.01%
591
3215
$12K ﹤0.01%
608
+587
3216
$12K ﹤0.01%
914
+45
3217
$12K ﹤0.01%
1,040
+29
3218
$12K ﹤0.01%
4,476
+4,163
3219
$12K ﹤0.01%
150
3220
$12K ﹤0.01%
572
+415
3221
$12K ﹤0.01%
365
+208
3222
$12K ﹤0.01%
341
3223
$12K ﹤0.01%
396
+11
3224
$12K ﹤0.01%
267
+141
3225
$12K ﹤0.01%
209
127 128
129
130 131