Carson Wealth (CWM LLC) Portfolio holdings
AUM
$28.4B
1-Year Return
14.63%
This Quarter Return
-3.19%
1 Year Return
+14.63%
3 Year Return
+48.89%
5 Year Return
–
10 Year Return
–
AUM
$16.3B
AUM Growth
+$138M
(+0.86%)
Cap. Flow
+$715M
Cap. Flow
% of AUM
4.38%
Top 10 Holdings %
Top 10 Hldgs %
28.24%
Holding
4,681
New
277
Increased
2,025
Reduced
1,269
Closed
233
Top Buys
Top Sells
| 1 |
iShares US Treasury Bond ETF
GOVT
|
$175M |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$135M |
| 3 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$116M |
| 4 |
iShares US Technology ETF
IYW
|
$99.4M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$76.8M |
Sector Composition
| 1 | Technology | 6.45% |
| 2 | Healthcare | 3.94% |
| 3 | Financials | 3.64% |
| 4 | Consumer Discretionary | 2.36% |
| 5 | Industrials | 2.26% |
