Carson Wealth (CWM LLC) Portfolio holdings
AUM
$28.4B
1-Year Return
14.63%
This Quarter Return
+7.04%
1 Year Return
+14.63%
3 Year Return
+48.89%
5 Year Return
–
10 Year Return
–
AUM
$13.6B
AUM Growth
+$985M
(+7.8%)
Cap. Flow
+$204M
Cap. Flow
% of AUM
1.5%
Top 10 Holdings %
Top 10 Hldgs %
31.3%
Holding
4,413
New
305
Increased
1,849
Reduced
1,345
Closed
199
Top Buys
Top Sells
| 1 |
iShares US Treasury Bond ETF
GOVT
|
$298M |
| 2 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$145M |
| 3 |
iShares Core High Dividend ETF
HDV
|
$120M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$109M |
| 5 |
iShares Fallen Angels USD Bond ETF
FALN
|
$83.3M |
Sector Composition
| 1 | Technology | 5.27% |
| 2 | Healthcare | 4.77% |
| 3 | Financials | 4.17% |
| 4 | Industrials | 2.78% |
| 5 | Consumer Staples | 2.47% |
