Carson Wealth (CWM LLC) Portfolio holdings
AUM
$28.4B
1-Year Return
14.63%
This Quarter Return
+5.68%
1 Year Return
+14.63%
3 Year Return
+48.89%
5 Year Return
–
10 Year Return
–
AUM
$23.2B
AUM Growth
+$2.04B
(+9.6%)
Cap. Flow
+$937M
Cap. Flow
% of AUM
4.03%
Top 10 Holdings %
Top 10 Hldgs %
25.85%
Holding
5,317
New
357
Increased
2,830
Reduced
1,378
Closed
232
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$119M |
| 2 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$73.6M |
| 3 |
iShares Core Dividend Growth ETF
DGRO
|
$64.3M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$55.5M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$28.5M |
Sector Composition
| 1 | Technology | 8.27% |
| 2 | Financials | 3.66% |
| 3 | Healthcare | 3.29% |
| 4 | Consumer Discretionary | 2.89% |
| 5 | Communication Services | 2.62% |
