Carson Wealth (CWM LLC) Portfolio holdings
AUM
$28.4B
1-Year Return
14.63%
This Quarter Return
+5.49%
1 Year Return
+14.63%
3 Year Return
+48.89%
5 Year Return
–
10 Year Return
–
AUM
$12.5B
AUM Growth
+$0
(0%)
Cap. Flow
-$54.9M
Cap. Flow
% of AUM
-0.44%
Top 10 Holdings %
Top 10 Hldgs %
33.43%
Holding
3,010
New
–
Increased
8
Reduced
29
Closed
–
Top Buys
Top Sells
| 1 |
iShares Morningstar Mid-Cap Growth ETF
IMCG
|
+$18.2M |
| 2 |
iShares Morningstar Growth ETF
ILCG
|
+$11.5M |
| 3 |
WisdomTree US Value Fund
WTV
|
+$7.61M |
| 4 |
Trade Desk
TTD
|
+$6.22M |
| 5 |
iShares Morningstar Small-Cap Growth ETF
ISCG
|
+$6.1M |
Sector Composition
| 1 | Technology | 6.48% |
| 2 | Healthcare | 5.1% |
| 3 | Financials | 3.69% |
| 4 | Industrials | 2.75% |
| 5 | Consumer Discretionary | 2.56% |
