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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
3501
$7K ﹤0.01%
1,475
+107
3502
$7K ﹤0.01%
+1,252
3503
$7K ﹤0.01%
1,000
3504
$7K ﹤0.01%
725
-968
3505
$7K ﹤0.01%
1,059
+1,052
3506
$7K ﹤0.01%
1,438
+866
3507
$7K ﹤0.01%
324
+16
3508
$7K ﹤0.01%
28
+7
3509
$7K ﹤0.01%
112
+96
3510
$7K ﹤0.01%
+320
3511
$7K ﹤0.01%
361
-866
3512
$7K ﹤0.01%
312
-213
3513
$7K ﹤0.01%
148
-46
3514
$7K ﹤0.01%
642
+126
3515
$7K ﹤0.01%
483
+431
3516
$7K ﹤0.01%
154
+4
3517
$7K ﹤0.01%
447
+66
3518
$7K ﹤0.01%
1,355
+529
3519
$7K ﹤0.01%
134
3520
$7K ﹤0.01%
1,000
3521
$7K ﹤0.01%
334
3522
$7K ﹤0.01%
207
+17
3523
$7K ﹤0.01%
454
+411
3524
$7K ﹤0.01%
355
+169
3525
$7K ﹤0.01%
76
+53
139 140
141
142 143