We are live on ! Find out more
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
4076
$1K ﹤0.01%
17
4077
$1K ﹤0.01%
17
-79
4078
$1K ﹤0.01%
+17
4079
$1K ﹤0.01%
34
4080
$1K ﹤0.01%
+71
4081
$1K ﹤0.01%
+105
4082
$1K ﹤0.01%
+20
4083
$1K ﹤0.01%
65
4084
$1K ﹤0.01%
65
+29
4085
$1K ﹤0.01%
537
+140
4086
$1K ﹤0.01%
411
-1,135
4087
$1K ﹤0.01%
66
+2
4088
$1K ﹤0.01%
35
4089
$1K ﹤0.01%
53
+39
4090
$1K ﹤0.01%
+68
4091
$1K ﹤0.01%
+24
4092
$1K ﹤0.01%
37
+17
4093
$1K ﹤0.01%
49
+39
4094
$1K ﹤0.01%
+46
4095
$1K ﹤0.01%
47
+29
4096
$1K ﹤0.01%
50
4097
$1K ﹤0.01%
2,000
-704
4098
$1K ﹤0.01%
22
+16
4099
$1K ﹤0.01%
76
+1
4100
$1K ﹤0.01%
37
-11
162 163
164
165 166