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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
1701
$136K ﹤0.01%
2,737
+378
1702
$136K ﹤0.01%
4,371
+100
1703
$135K ﹤0.01%
2,232
+1,231
1704
$135K ﹤0.01%
5,870
1705
$135K ﹤0.01%
2,587
+178
1706
$135K ﹤0.01%
3,647
-71
1707
$135K ﹤0.01%
2,814
+2,642
1708
$134K ﹤0.01%
4,706
+3,843
1709
$134K ﹤0.01%
1,675
+131
1710
$134K ﹤0.01%
3,326
-1,014
1711
$133K ﹤0.01%
3,651
+3,142
1712
$133K ﹤0.01%
618
+474
1713
$133K ﹤0.01%
51,514
+29,444
1714
$133K ﹤0.01%
3,634
+373
1715
$133K ﹤0.01%
943
+118
1716
$133K ﹤0.01%
3,632
+2,142
1717
$132K ﹤0.01%
2,016
+675
1718
$132K ﹤0.01%
2,048
+49
1719
$131K ﹤0.01%
9,875
+1,368
1720
$131K ﹤0.01%
1,735
+640
1721
$131K ﹤0.01%
2,354
+639
1722
$131K ﹤0.01%
4,798
+1,211
1723
$131K ﹤0.01%
1,185
+190
1724
$131K ﹤0.01%
2,314
+2,019
1725
$131K ﹤0.01%
1,259
+534
67 68
69
70 71