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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
3576
$6K ﹤0.01%
152
3577
$6K ﹤0.01%
140
+117
3578
$6K ﹤0.01%
50
+6
3579
$6K ﹤0.01%
425
+87
3580
$6K ﹤0.01%
68
-37
3581
$6K ﹤0.01%
721
3582
$6K ﹤0.01%
73
-46
3583
$6K ﹤0.01%
573
3584
$6K ﹤0.01%
372
+198
3585
$6K ﹤0.01%
944
+772
3586
$6K ﹤0.01%
300
3587
$6K ﹤0.01%
+131
3588
$6K ﹤0.01%
+750
3589
$6K ﹤0.01%
429
-103
3590
$6K ﹤0.01%
122
3591
$6K ﹤0.01%
+194
3592
$6K ﹤0.01%
742
+707
3593
$6K ﹤0.01%
107
+6
3594
$6K ﹤0.01%
978
+58
3595
$6K ﹤0.01%
1,200
+600
3596
$6K ﹤0.01%
529
3597
$6K ﹤0.01%
162
-186
3598
$6K ﹤0.01%
77
+35
3599
$6K ﹤0.01%
104
+1
3600
$6K ﹤0.01%
170
-72
142 143
144
145 146