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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
2176
$60K ﹤0.01%
+1,729
2177
$60K ﹤0.01%
6,095
+52
2178
$60K ﹤0.01%
1,195
+416
2179
$60K ﹤0.01%
1,204
+144
2180
$60K ﹤0.01%
1,526
+975
2181
$59K ﹤0.01%
2,178
-65
2182
$59K ﹤0.01%
1,330
+1,302
2183
$59K ﹤0.01%
2,653
2184
$59K ﹤0.01%
2,724
+462
2185
$59K ﹤0.01%
1,137
+373
2186
$59K ﹤0.01%
1,367
+204
2187
$59K ﹤0.01%
2,438
+184
2188
$59K ﹤0.01%
1,672
+497
2189
$59K ﹤0.01%
670
+312
2190
$59K ﹤0.01%
997
+50
2191
$59K ﹤0.01%
11,904
+11,779
2192
$59K ﹤0.01%
890
+385
2193
$59K ﹤0.01%
306
+103
2194
$58K ﹤0.01%
664
+135
2195
$58K ﹤0.01%
3,548
+62
2196
$58K ﹤0.01%
322
-49
2197
$58K ﹤0.01%
818
+16
2198
$58K ﹤0.01%
+3,466
2199
$58K ﹤0.01%
2,391
2200
$58K ﹤0.01%
4,946
+28
86 87
88
89 90