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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
2426
$41K ﹤0.01%
6,125
+975
2427
$41K ﹤0.01%
2,592
+492
2428
$41K ﹤0.01%
459
+174
2429
$41K ﹤0.01%
3,664
+247
2430
$41K ﹤0.01%
531
-85
2431
$41K ﹤0.01%
674
+546
2432
$41K ﹤0.01%
519
-75
2433
$41K ﹤0.01%
717
+167
2434
$40K ﹤0.01%
321
+87
2435
$40K ﹤0.01%
514
+403
2436
$40K ﹤0.01%
1,196
-11
2437
$40K ﹤0.01%
5,925
2438
$40K ﹤0.01%
423
+15
2439
$40K ﹤0.01%
14,030
+827
2440
$40K ﹤0.01%
2,031
-312
2441
$40K ﹤0.01%
730
+401
2442
$40K ﹤0.01%
4,282
+1,130
2443
$40K ﹤0.01%
1,195
+134
2444
$40K ﹤0.01%
1,954
-115
2445
$40K ﹤0.01%
1,646
+51
2446
$40K ﹤0.01%
4,315
+3,076
2447
$40K ﹤0.01%
1,023
-77
2448
$40K ﹤0.01%
2,023
+1,268
2449
$40K ﹤0.01%
2,509
+187
2450
$40K ﹤0.01%
200
96 97
98
99 100