Carson Wealth (CWM LLC) Portfolio holdings
AUM
$28.4B
1-Year Return
14.63%
This Quarter Return
+0.67%
1 Year Return
+14.63%
3 Year Return
+48.89%
5 Year Return
–
10 Year Return
–
AUM
$12.5B
AUM Growth
+$0
(0%)
Cap. Flow
-$2.49M
Cap. Flow
% of AUM
-0.02%
Top 10 Holdings %
Top 10 Hldgs %
33.43%
Holding
3,010
New
–
Increased
2
Reduced
8
Closed
–
Top Buys
| 1 |
Ocugen
OCGN
|
$13.8K |
Top Sells
| 1 |
HDFC Bank
HDB
|
$1.31M |
| 2 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
$703K |
| 3 |
SPDR Portfolio TIPS ETF
SPIP
|
$411K |
| 4 |
SPDR MSCI ACWI ex-US ETF
CWI
|
$48.5K |
| 5 |
BP
BP
|
$16.5K |
Sector Composition
| 1 | Technology | 6.48% |
| 2 | Healthcare | 5.1% |
| 3 | Financials | 3.69% |
| 4 | Industrials | 2.75% |
| 5 | Consumer Discretionary | 2.56% |
