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
4626
– –
0
4627
$0 ﹤0.01%
5
4628
– –
-1,000
4629
$0 ﹤0.01%
31
4630
$0 ﹤0.01%
5,124
4631
$0 ﹤0.01%
+4
4632
$0 ﹤0.01%
+13
4633
$0 ﹤0.01%
+2
4634
$0 ﹤0.01%
1
-45
4635
$0 ﹤0.01%
+20
4636
– –
-66
4637
$0 ﹤0.01%
+1
4638
$0 ﹤0.01%
1
4639
– –
0
4640
– –
-12,346
4641
$0 ﹤0.01%
+8
4642
$0 ﹤0.01%
+1
4643
$0 ﹤0.01%
+3
4644
$0 ﹤0.01%
+21
4645
$0 ﹤0.01%
+2
4646
$0 ﹤0.01%
+1
4647
$0 ﹤0.01%
+1
4648
$0 ﹤0.01%
+2
4649
$0 ﹤0.01%
6
-78
4650
$0 ﹤0.01%
+3
184 185
186
187 188