Carson Wealth (CWM LLC) Portfolio holdings
AUM
$33.2B
1-Year Est. Return
16.13%
1 Year Est. Return
+16.13%
AUM
$16.3B
AUM Growth
+$138M
(+0.86%)
Holding
4,681
Top Buys
| 1 | +$197M | |
| 2 | +$164M | |
| 3 | +$102M | |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$95M |
| 5 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
+$82.7M |
Top Sells
| 1 | +$175M | |
| 2 | +$135M | |
| 3 | +$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% |