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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
4476
$0 ﹤0.01%
46
4477
$0 ﹤0.01%
15
4478
$0 ﹤0.01%
+314
4479
$0 ﹤0.01%
+28
4480
$0 ﹤0.01%
+6
4481
$0 ﹤0.01%
246
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4482
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4483
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4484
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-4
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4486
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4488
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4490
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22
+7
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$0 ﹤0.01%
+4
4492
$0 ﹤0.01%
3,653
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4493
$0 ﹤0.01%
60
4494
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-1,533
4495
$0 ﹤0.01%
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– –
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4497
– –
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4498
– –
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4499
$0 ﹤0.01%
80
4500
– –
-23
178 179
180
181 182