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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
4226
$1K ﹤0.01%
36
4227
$1K ﹤0.01%
31
-29
4228
$1K ﹤0.01%
91
-44
4229
$1K ﹤0.01%
154
+10
4230
$1K ﹤0.01%
+39
4231
$1K ﹤0.01%
+16
4232
$1K ﹤0.01%
34
+13
4233
$1K ﹤0.01%
91
+28
4234
$1K ﹤0.01%
6
4235
$1K ﹤0.01%
87
-357
4236
$1K ﹤0.01%
+1,761
4237
$1K ﹤0.01%
64
-7
4238
$1K ﹤0.01%
+27
4239
$1K ﹤0.01%
84
-279
4240
$1K ﹤0.01%
57
+30
4241
$1K ﹤0.01%
53
4242
$1K ﹤0.01%
24
+11
4243
$1K ﹤0.01%
+294
4244
$1K ﹤0.01%
185
-749
4245
$1K ﹤0.01%
+100
4246
$1K ﹤0.01%
36
4247
$1K ﹤0.01%
40
4248
$1K ﹤0.01%
44
4249
$1K ﹤0.01%
+88
4250
$1K ﹤0.01%
+136
168 169
170
171 172