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
4251
$1K ﹤0.01%
42
4252
$1K ﹤0.01%
13
+1
4253
$1K ﹤0.01%
145
4254
$1K ﹤0.01%
+100
4255
$1K ﹤0.01%
+100
4256
$1K ﹤0.01%
7
+3
4257
$1K ﹤0.01%
161
-5
4258
$1K ﹤0.01%
100
4259
$1K ﹤0.01%
34
4260
$1K ﹤0.01%
8
+5
4261
$1K ﹤0.01%
19
+6
4262
$1K ﹤0.01%
14
-3,138
4263
$1K ﹤0.01%
34
+25
4264
$1K ﹤0.01%
200
+180
4265
$1K ﹤0.01%
14
4266
– –
-1,662
4267
– –
-83
4268
– –
-1,198
4269
– –
-8,385
4270
– –
-2
4271
$0 ﹤0.01%
24,349
4272
– –
-8,381
4273
– –
-462
4274
– –
-5,688
4275
– –
-1,905
169 170
171
172 173