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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
4101
$1K ﹤0.01%
9
4102
$1K ﹤0.01%
+148
4103
$1K ﹤0.01%
90
+2
4104
$1K ﹤0.01%
+163
4105
$1K ﹤0.01%
+80
4106
$1K ﹤0.01%
66
+1
4107
$1K ﹤0.01%
69
+8
4108
$1K ﹤0.01%
+39
4109
$1K ﹤0.01%
91
-12
4110
$1K ﹤0.01%
841
-9
4111
$1K ﹤0.01%
400
+100
4112
$1K ﹤0.01%
2,164
-42
4113
$1K ﹤0.01%
1,500
4114
$1K ﹤0.01%
48
+38
4115
$1K ﹤0.01%
14
4116
$1K ﹤0.01%
14
4117
$1K ﹤0.01%
+44
4118
$1K ﹤0.01%
1,350
4119
$1K ﹤0.01%
100
4120
$1K ﹤0.01%
48
+14
4121
$1K ﹤0.01%
19
4122
$1K ﹤0.01%
+44
4123
$1K ﹤0.01%
+19
4124
$1K ﹤0.01%
192
+15
4125
$1K ﹤0.01%
80
163 164
165
166 167