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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
$14.1B
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,040
New
Increased
Reduced
Closed

Top Buys

1
+$351M
2
+$194M
3
+$142M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$102M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$71M

Top Sells

1
+$171M
2
+$120M
3
+$91.1M
4
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$78.9M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$70.2M

Sector Composition

1 Technology 5.97%
2 Healthcare 4.87%
3 Financials 4%
4 Industrials 2.87%
5 Consumer Discretionary 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$22K ﹤0.01%
1,611
+284
2027
$22K ﹤0.01%
331
+101
2028
$22K ﹤0.01%
715
+392
2029
$22K ﹤0.01%
3,000
2030
$22K ﹤0.01%
1,770
2031
$22K ﹤0.01%
1,063
+895
2032
$22K ﹤0.01%
540
+480
2033
$22K ﹤0.01%
693
+343
2034
$22K ﹤0.01%
724
+129
2035
$22K ﹤0.01%
717
-6,057
2036
$22K ﹤0.01%
803
2037
$21K ﹤0.01%
334
+14
2038
$21K ﹤0.01%
1,259
+810
2039
$21K ﹤0.01%
143
+84
2040
$21K ﹤0.01%
5,331
-1,677
2041
$21K ﹤0.01%
278
+259
2042
$21K ﹤0.01%
388
+30
2043
$21K ﹤0.01%
382
+44
2044
$21K ﹤0.01%
311
+176
2045
$21K ﹤0.01%
260
-54
2046
$21K ﹤0.01%
+423
2047
$21K ﹤0.01%
706
+415
2048
$21K ﹤0.01%
403
+1
2049
$21K ﹤0.01%
158
+47
2050
$21K ﹤0.01%
219
+5
80 81
82
83 84