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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
4151
$1K ﹤0.01%
+350
4152
$1K ﹤0.01%
91
-86
4153
$1K ﹤0.01%
+30
4154
$1K ﹤0.01%
48
4155
$1K ﹤0.01%
180
-65
4156
$1K ﹤0.01%
40
+33
4157
$1K ﹤0.01%
28
-4,776
4158
$1K ﹤0.01%
36
4159
$1K ﹤0.01%
45
-450
4160
$1K ﹤0.01%
654
-2,449
4161
$1K ﹤0.01%
27
-205
4162
$1K ﹤0.01%
140
4163
$1K ﹤0.01%
96
+15
4164
$1K ﹤0.01%
+500
4165
$1K ﹤0.01%
13
-16
4166
$1K ﹤0.01%
+100
4167
$1K ﹤0.01%
50
-1,673
4168
$1K ﹤0.01%
+30
4169
$1K ﹤0.01%
62
+37
4170
$1K ﹤0.01%
76
+72
4171
$1K ﹤0.01%
31
+3
4172
$1K ﹤0.01%
43
+25
4173
$1K ﹤0.01%
169
-37
4174
$1K ﹤0.01%
33
+4
4175
$1K ﹤0.01%
13
+3
165 166
167
168 169