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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
4026
$2K ﹤0.01%
173
+18
4027
$2K ﹤0.01%
+66
4028
$2K ﹤0.01%
+100
4029
$2K ﹤0.01%
85
-1,553
4030
$2K ﹤0.01%
954
4031
$2K ﹤0.01%
34
-35
4032
$2K ﹤0.01%
97
4033
$2K ﹤0.01%
33
4034
$2K ﹤0.01%
77
+75
4035
$2K ﹤0.01%
57
+30
4036
$2K ﹤0.01%
924
-1,877
4037
$2K ﹤0.01%
150
-226
4038
$2K ﹤0.01%
38
+22
4039
$2K ﹤0.01%
149
+6
4040
$2K ﹤0.01%
31
4041
$2K ﹤0.01%
410
+5
4042
$2K ﹤0.01%
151
-16
4043
$2K ﹤0.01%
68
+8
4044
$2K ﹤0.01%
38
+6
4045
$2K ﹤0.01%
108
+1
4046
$2K ﹤0.01%
+337
4047
$2K ﹤0.01%
38
4048
$2K ﹤0.01%
77
+26
4049
$2K ﹤0.01%
756
+368
4050
$2K ﹤0.01%
60
+8
160 161
162
163 164