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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
4776
$0 ﹤0.01%
1
4777
$0 ﹤0.01%
+9
4778
$0 ﹤0.01%
+29
4779
$0 ﹤0.01%
+4
4780
$0 ﹤0.01%
+3
4781
$0 ﹤0.01%
+8
4782
$0 ﹤0.01%
18
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4783
$0 ﹤0.01%
1
4784
$0 ﹤0.01%
+10
4785
– –
0
4786
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+1
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– –
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4788
$0 ﹤0.01%
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4789
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-31
4790
$0 ﹤0.01%
115
+9
4791
$0 ﹤0.01%
40
+3
4792
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4793
$0 ﹤0.01%
13
4794
$0 ﹤0.01%
41
-1,864
4795
$0 ﹤0.01%
40
-36
4796
$0 ﹤0.01%
+11
4797
– –
-105
4798
– –
-8
4799
– –
-11
4800
– –
-101
190 191
192
193 194