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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
4826
– –
-250
4827
$0 ﹤0.01%
+24
4828
$0 ﹤0.01%
500
4829
$0 ﹤0.01%
+3
4830
$0 ﹤0.01%
+13
4831
– –
-144
4832
$0 ﹤0.01%
31
+6
4833
$0 ﹤0.01%
24
4834
$0 ﹤0.01%
+2
4835
$0 ﹤0.01%
+2
4836
$0 ﹤0.01%
4
-11
4837
$0 ﹤0.01%
+132
4838
– –
-112
4839
– –
-11
4840
– –
-810
4841
– –
-211
4842
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-793
4843
– –
-2,023
4844
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0
4845
– –
-393
4846
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4847
– –
-7,970
4848
– –
-20
4849
$0 ﹤0.01%
+5
4850
$0 ﹤0.01%
+1
192 193
194
195 196