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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
3851
$3K ﹤0.01%
226
+16
3852
$3K ﹤0.01%
556
3853
$3K ﹤0.01%
500
3854
$3K ﹤0.01%
53
3855
$3K ﹤0.01%
262
+4
3856
$3K ﹤0.01%
+216
3857
$3K ﹤0.01%
499
+454
3858
$3K ﹤0.01%
30
3859
$3K ﹤0.01%
82
+5
3860
$3K ﹤0.01%
597
-496
3861
$3K ﹤0.01%
+40
3862
$3K ﹤0.01%
+467
3863
$3K ﹤0.01%
97
3864
$3K ﹤0.01%
1,284
-3,040
3865
$3K ﹤0.01%
193
+25
3866
$3K ﹤0.01%
283
3867
$3K ﹤0.01%
+899
3868
$3K ﹤0.01%
205
-206
3869
$3K ﹤0.01%
687
+1
3870
$3K ﹤0.01%
1,015
+521
3871
$3K ﹤0.01%
22
+18
3872
$3K ﹤0.01%
44
+1
3873
$3K ﹤0.01%
129
+35
3874
$3K ﹤0.01%
89
3875
$3K ﹤0.01%
80
-248
153 154
155
156 157