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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
2001
$81K ﹤0.01%
5,741
+3,000
2002
$81K ﹤0.01%
4,595
+2,053
2003
$81K ﹤0.01%
1,159
+170
2004
$81K ﹤0.01%
3,832
-197
2005
$81K ﹤0.01%
5,852
+473
2006
$81K ﹤0.01%
1,856
+447
2007
$81K ﹤0.01%
472
+167
2008
$81K ﹤0.01%
3,488
+995
2009
$80K ﹤0.01%
16,956
-4,367
2010
$80K ﹤0.01%
+3,000
2011
$80K ﹤0.01%
11,588
+3,538
2012
$79K ﹤0.01%
658
2013
$79K ﹤0.01%
1,762
+284
2014
$79K ﹤0.01%
6,229
+4,859
2015
$78K ﹤0.01%
330
-47
2016
$78K ﹤0.01%
1,719
+533
2017
$78K ﹤0.01%
2,678
+552
2018
$78K ﹤0.01%
511
+29
2019
$78K ﹤0.01%
1,257
-24
2020
$77K ﹤0.01%
7,132
+61
2021
$77K ﹤0.01%
4,892
+61
2022
$77K ﹤0.01%
2,390
+1,775
2023
$77K ﹤0.01%
10,990
+3,206
2024
$77K ﹤0.01%
3,386
+2,119
2025
$77K ﹤0.01%
4,313
79 80
81
82 83