Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
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 Sells

1 +$368M
2 +$242M
3 +$179M
4
OEF icon
iShares S&P 100 ETF
OEF
+$118M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$114M

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
3476
$8K ﹤0.01%
118
+15
3477
$8K ﹤0.01%
884
+345
3478
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315
+220
3479
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3480
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+341
3481
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+4,118
3482
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+355
3483
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280
3484
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181
+10
3485
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75
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3486
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3488
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3489
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978
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3490
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855
3491
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31
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3492
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3493
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+32
3494
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+155
3495
$7K ﹤0.01%
+199
3496
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182
3497
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96
-6
3498
$7K ﹤0.01%
814
+10
3499
$7K ﹤0.01%
1,475
+107
3500
$7K ﹤0.01%
+1,252