We are live on ! Find out more
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
3826
$3K ﹤0.01%
+464
3827
$3K ﹤0.01%
7
+5
3828
$3K ﹤0.01%
199
+171
3829
$3K ﹤0.01%
+105
3830
$3K ﹤0.01%
300
3831
$3K ﹤0.01%
74
3832
$3K ﹤0.01%
+156
3833
$3K ﹤0.01%
126
-188
3834
$3K ﹤0.01%
142
3835
$3K ﹤0.01%
900
3836
$3K ﹤0.01%
450
3837
$3K ﹤0.01%
321
+238
3838
$3K ﹤0.01%
+73
3839
$3K ﹤0.01%
377
3840
$3K ﹤0.01%
256
+11
3841
$3K ﹤0.01%
+388
3842
$3K ﹤0.01%
79
+74
3843
$3K ﹤0.01%
+153
3844
$3K ﹤0.01%
133
3845
$3K ﹤0.01%
+140
3846
$3K ﹤0.01%
+145
3847
$3K ﹤0.01%
100
3848
$3K ﹤0.01%
85
3849
$3K ﹤0.01%
140
+13
3850
$3K ﹤0.01%
108
+101
152 153
154
155 156