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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
3901
$3K ﹤0.01%
53
+17
3902
$3K ﹤0.01%
736
+4
3903
$3K ﹤0.01%
+1,464
3904
$3K ﹤0.01%
450
+20
3905
$3K ﹤0.01%
551
3906
$3K ﹤0.01%
206
-295
3907
$3K ﹤0.01%
+7
3908
$3K ﹤0.01%
649
+7
3909
$3K ﹤0.01%
116
3910
$3K ﹤0.01%
550
+188
3911
$3K ﹤0.01%
191
3912
$2K ﹤0.01%
254
-216
3913
$2K ﹤0.01%
414
+254
3914
$2K ﹤0.01%
227
+11
3915
$2K ﹤0.01%
476
3916
$2K ﹤0.01%
982
-427
3917
$2K ﹤0.01%
36
-12
3918
$2K ﹤0.01%
72
+52
3919
$2K ﹤0.01%
50
3920
$2K ﹤0.01%
+258
3921
$2K ﹤0.01%
+758
3922
$2K ﹤0.01%
+141
3923
$2K ﹤0.01%
+241
3924
$2K ﹤0.01%
+107
3925
$2K ﹤0.01%
97
-565
155 156
157
158 159