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
$20.6B
AUM Growth
+$1.96B
(+11%)
Holding
4,895
Top Buys
| 1 | +$333M | |
| 2 | +$194M | |
| 3 | +$166M | |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$135M |
| 5 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
+$94M |
Top Sells
| 1 | +$368M | |
| 2 | +$242M | |
| 3 | +$179M | |
| 4 |
iShares S&P 100 ETF
OEF
|
+$118M |
| 5 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$114M |
Sector Composition
| 1 | Technology | 7.28% |
| 2 | Financials | 3.71% |
| 3 | Healthcare | 3.4% |
| 4 | Consumer Discretionary | 2.78% |
| 5 | Communication Services | 2.56% |