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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
4051
$1K ﹤0.01%
154
4052
$1K ﹤0.01%
350
-25
4053
$1K ﹤0.01%
23
-78
4054
$1K ﹤0.01%
+64
4055
$1K ﹤0.01%
+25
4056
$1K ﹤0.01%
+11
4057
$1K ﹤0.01%
43
+2
4058
$1K ﹤0.01%
1,160
4059
$1K ﹤0.01%
27
+2
4060
$1K ﹤0.01%
219
+206
4061
$1K ﹤0.01%
43
+4
4062
$1K ﹤0.01%
301
-350
4063
$1K ﹤0.01%
33
+25
4064
$1K ﹤0.01%
12
+2
4065
$1K ﹤0.01%
+87
4066
$1K ﹤0.01%
55
+9
4067
$1K ﹤0.01%
133
4068
$1K ﹤0.01%
10
-332
4069
$1K ﹤0.01%
+28
4070
$1K ﹤0.01%
256
4071
$1K ﹤0.01%
27
4072
$1K ﹤0.01%
36
-1
4073
$1K ﹤0.01%
139
+19
4074
$1K ﹤0.01%
50
4075
$1K ﹤0.01%
+41
161 162
163
164 165