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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
3951
$2K ﹤0.01%
69
+2
3952
$2K ﹤0.01%
207
+1
3953
$2K ﹤0.01%
232
+50
3954
$2K ﹤0.01%
540
+462
3955
$2K ﹤0.01%
20
+7
3956
$2K ﹤0.01%
197
+135
3957
$2K ﹤0.01%
107
+77
3958
$2K ﹤0.01%
+81
3959
$2K ﹤0.01%
273
3960
$2K ﹤0.01%
50
3961
$2K ﹤0.01%
84
-106
3962
$2K ﹤0.01%
86
+63
3963
$2K ﹤0.01%
48
3964
$2K ﹤0.01%
78
+72
3965
$2K ﹤0.01%
+16
3966
$2K ﹤0.01%
44
-16
3967
$2K ﹤0.01%
169
-225
3968
$2K ﹤0.01%
137
+5
3969
$2K ﹤0.01%
156
+90
3970
$2K ﹤0.01%
+146
3971
$2K ﹤0.01%
+44
3972
$2K ﹤0.01%
500
3973
$2K ﹤0.01%
102
3974
$2K ﹤0.01%
850
3975
$2K ﹤0.01%
+1,001
157 158
159
160 161