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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
4276
$0 ﹤0.01%
16
4277
$0 ﹤0.01%
17
4278
– –
-2
4279
$0 ﹤0.01%
+1
4280
– –
-1,112
4281
$0 ﹤0.01%
+5
4282
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4283
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+2
4284
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4285
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-77,209
4286
$0 ﹤0.01%
+2
4287
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4288
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214
+14
4289
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4291
$0 ﹤0.01%
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4292
$0 ﹤0.01%
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4293
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4294
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4295
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$0 ﹤0.01%
+5
4300
$0 ﹤0.01%
+3
170 171
172
173 174