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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
2376
$44K ﹤0.01%
413
+84
2377
$44K ﹤0.01%
5,464
+2,412
2378
$44K ﹤0.01%
903
2379
$44K ﹤0.01%
990
2380
$43K ﹤0.01%
2,544
-390
2381
$43K ﹤0.01%
135
+17
2382
$43K ﹤0.01%
252
+27
2383
$43K ﹤0.01%
1,315
-41
2384
$43K ﹤0.01%
12,433
-637
2385
$43K ﹤0.01%
3,271
2386
$43K ﹤0.01%
2,384
+631
2387
$43K ﹤0.01%
1,158
+215
2388
$43K ﹤0.01%
626
+328
2389
$43K ﹤0.01%
2,600
-210
2390
$43K ﹤0.01%
1,844
+529
2391
$43K ﹤0.01%
1,202
+7
2392
$43K ﹤0.01%
224
+51
2393
$43K ﹤0.01%
1,877
+1
2394
$43K ﹤0.01%
136
+19
2395
$43K ﹤0.01%
1,640
-123
2396
$43K ﹤0.01%
513
+185
2397
$43K ﹤0.01%
1,731
+2
2398
$43K ﹤0.01%
894
+3
2399
$43K ﹤0.01%
854
+146
2400
$43K ﹤0.01%
1,923
+242
94 95
96
97 98