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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
4451
$0 ﹤0.01%
13
+8
4452
– –
0
4453
$0 ﹤0.01%
+4
4454
$0 ﹤0.01%
+7
4455
$0 ﹤0.01%
+3
4456
$0 ﹤0.01%
25
4457
– –
-833
4458
$0 ﹤0.01%
7
4459
$0 ﹤0.01%
31
+4
4460
– –
0
4461
$0 ﹤0.01%
7
-13
4462
$0 ﹤0.01%
+4
4463
$0 ﹤0.01%
80
4464
$0 ﹤0.01%
+2
4465
$0 ﹤0.01%
325
4466
$0 ﹤0.01%
+10
4467
$0 ﹤0.01%
+16
4468
$0 ﹤0.01%
+9
4469
$0 ﹤0.01%
29
4470
$0 ﹤0.01%
+460
4471
$0 ﹤0.01%
42
+4
4472
$0 ﹤0.01%
+7
4473
$0 ﹤0.01%
+29
4474
$0 ﹤0.01%
+3
4475
– –
-1,500
177 178
179
180 181