Carson Wealth (CWM LLC) Portfolio holdings
AUM
$36.9B
1-Year Est. Return
18.53%
This Fund
S&P 500
1 Year Est. Return
+18.53%
AUM
$28.4B
AUM Growth
+$3.28B
(+13%)
Holding
5,390
Top Buys
| 1 | +$129M | |
| 2 | +$110M | |
| 3 | +$106M | |
| 4 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$102M |
| 5 |
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
|
+$98.8M |
Top Sells
| 1 | +$357M | |
| 2 | +$136M | |
| 3 | +$103M | |
| 4 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
+$68.1M |
| 5 |
iMGP DBi Managed Futures Strategy ETF
DBMF
|
+$66.5M |
Sector Composition
| 1 | Technology | 9.45% |
| 2 | Financials | 4.11% |
| 3 | Consumer Discretionary | 3.23% |
| 4 | Healthcare | 3.15% |
| 5 | Communication Services | 2.68% |