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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
4176
$1K ﹤0.01%
20
+3
4177
$1K ﹤0.01%
17
+5
4178
$1K ﹤0.01%
51
-23
4179
$1K ﹤0.01%
119
+1
4180
$1K ﹤0.01%
23
+20
4181
$1K ﹤0.01%
22
-25
4182
$1K ﹤0.01%
195
4183
$1K ﹤0.01%
181
+55
4184
$1K ﹤0.01%
1,115
-284
4185
$1K ﹤0.01%
183
4186
$1K ﹤0.01%
44
+4
4187
$1K ﹤0.01%
30
4188
$1K ﹤0.01%
26
4189
– –
0
4190
$1K ﹤0.01%
421
4191
$1K ﹤0.01%
+53
4192
$1K ﹤0.01%
182
+181
4193
$1K ﹤0.01%
+34
4194
$1K ﹤0.01%
+58
4195
$1K ﹤0.01%
24
-2
4196
$1K ﹤0.01%
40
4197
$1K ﹤0.01%
60
4198
$1K ﹤0.01%
+70
4199
$1K ﹤0.01%
201
-238
4200
$1K ﹤0.01%
10
166 167
168
169 170