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
4876
$0 ﹤0.01%
+4
4877
$0 ﹤0.01%
+2
4878
$0 ﹤0.01%
+1
4879
– –
-840
4880
$0 ﹤0.01%
93
+11
4881
$0 ﹤0.01%
+19
4882
– –
-1
4883
$0 ﹤0.01%
+6
4884
$0 ﹤0.01%
9
4885
$0 ﹤0.01%
+3
4886
– –
0
4887
$0 ﹤0.01%
10
4888
$0 ﹤0.01%
16
4889
$0 ﹤0.01%
+13
4890
$0 ﹤0.01%
8
4891
– –
-3
4892
$0 ﹤0.01%
+7
4893
$0 ﹤0.01%
13
+8
192 193 194 195
196