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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
2201
$58K ﹤0.01%
1,143
+1,093
2202
$58K ﹤0.01%
6,355
-559
2203
$58K ﹤0.01%
3,500
-655
2204
$58K ﹤0.01%
8,417
-4,730
2205
$58K ﹤0.01%
309
+83
2206
$58K ﹤0.01%
666
+4
2207
$58K ﹤0.01%
965
2208
$58K ﹤0.01%
1,628
2209
$57K ﹤0.01%
795
-615
2210
$57K ﹤0.01%
3,744
2211
$57K ﹤0.01%
1,357
+112
2212
$57K ﹤0.01%
987
2213
$57K ﹤0.01%
1,316
+133
2214
$57K ﹤0.01%
1,189
+54
2215
$57K ﹤0.01%
2,500
2216
$56K ﹤0.01%
1,711
2217
$56K ﹤0.01%
2,329
+111
2218
$56K ﹤0.01%
+1,672
2219
$56K ﹤0.01%
1,778
-6,618
2220
$56K ﹤0.01%
351
-28
2221
$56K ﹤0.01%
2,988
+1,000
2222
$56K ﹤0.01%
3,032
-13,320
2223
$56K ﹤0.01%
827
+426
2224
$55K ﹤0.01%
8,952
+1,067
2225
$55K ﹤0.01%
569
+256
87 88
89
90 91