Carson Wealth (CWM LLC) Portfolio holdings
AUM
$28.4B
1-Year Return
14.63%
This Quarter Return
+4.7%
1 Year Return
+14.63%
3 Year Return
+48.89%
5 Year Return
–
10 Year Return
–
AUM
$3.92B
AUM Growth
+$880M
(+29%)
Cap. Flow
+$749M
Cap. Flow
% of AUM
19.13%
Top 10 Holdings %
Top 10 Hldgs %
27.51%
Holding
2,100
New
329
Increased
758
Reduced
376
Closed
159
Top Buys
| 1 |
iShares Short Maturity Bond ETF
NEAR
|
+$66M |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$39.9M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$37.3M |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$37.3M |
| 5 |
iShares Investment Grade Systematic Bond ETF
IGEB
|
+$33.8M |
Top Sells
| 1 |
Lowe's Companies
LOW
|
+$18.6M |
| 2 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
+$17.9M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$14.6M |
| 4 |
Welltower
WELL
|
+$14.2M |
| 5 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$13.2M |
Sector Composition
| 1 | Healthcare | 6.32% |
| 2 | Technology | 6.21% |
| 3 | Energy | 6.14% |
| 4 | Consumer Discretionary | 5.35% |
| 5 | Consumer Staples | 4.09% |
