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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
2451
$39K ﹤0.01%
1,261
2452
$39K ﹤0.01%
589
2453
$39K ﹤0.01%
895
+125
2454
$39K ﹤0.01%
4,014
-303
2455
$39K ﹤0.01%
7,345
-5,903
2456
$39K ﹤0.01%
1,016
+150
2457
$39K ﹤0.01%
4,445
-236,817
2458
$39K ﹤0.01%
790
+226
2459
$39K ﹤0.01%
1,933
+878
2460
$39K ﹤0.01%
607
+155
2461
$39K ﹤0.01%
1,474
2462
$39K ﹤0.01%
1,046
+913
2463
$39K ﹤0.01%
+472
2464
$39K ﹤0.01%
2,727
+1,271
2465
$38K ﹤0.01%
3,376
+2,506
2466
$38K ﹤0.01%
1,555
+183
2467
$38K ﹤0.01%
1,117
-190
2468
$38K ﹤0.01%
2,922
+39
2469
$38K ﹤0.01%
1,035
2470
$38K ﹤0.01%
980
2471
$38K ﹤0.01%
2,195
+163
2472
$38K ﹤0.01%
400
2473
$38K ﹤0.01%
771
-18
2474
$38K ﹤0.01%
334
+106
2475
$38K ﹤0.01%
580
97 98
99
100 101