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Carson Wealth (CWM LLC) Portfolio holdings
AUM
$38B
1-Year Est. Return
19.67%
This Fund
S&P 500
1 Year Est. Return
+19.67%
AUM
$28.4B
AUM Growth
+$3.28B
(+13%)
Holding
5,390
Top Buys
| 1 | +$114M | |
| 2 | +$106M | |
| 3 | +$102M | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$97.9M |
| 5 |
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
|
+$96.9M |
Top Sells
| 1 | +$330M | |
| 2 | +$125M | |
| 3 | +$97.2M | |
| 4 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
+$65.6M |
| 5 |
iMGP DBi Managed Futures Strategy ETF
DBMF
|
+$65.4M |
Sector Composition
| 1 | Technology | 9.45% |
| 2 | Financials | 4.11% |
| 3 | Consumer Discretionary | 3.23% |
| 4 | Healthcare | 3.15% |
| 5 | Communication Services | 2.68% |