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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
4501
– –
-4,809
4502
– –
-221
4503
– –
-719
4504
$0 ﹤0.01%
21,851
+21,183
4505
$0 ﹤0.01%
362
-314
4506
$0 ﹤0.01%
7
4507
$0 ﹤0.01%
+2
4508
$0 ﹤0.01%
84
4509
$0 ﹤0.01%
26
+1
4510
$0 ﹤0.01%
17
4511
$0 ﹤0.01%
+3
4512
$0 ﹤0.01%
+2
4513
$0 ﹤0.01%
+1
4514
$0 ﹤0.01%
+16
4515
$0 ﹤0.01%
34
4516
$0 ﹤0.01%
+1
4517
$0 ﹤0.01%
192
-304
4518
$0 ﹤0.01%
+4
4519
– –
-1,048
4520
$0 ﹤0.01%
10
4521
$0 ﹤0.01%
+8
4522
$0 ﹤0.01%
+5
4523
$0 ﹤0.01%
+3
4524
$0 ﹤0.01%
+4
4525
$0 ﹤0.01%
34
+3
179 180
181
182 183