Carson Wealth (CWM LLC) Portfolio holdings
AUM
$38B
1-Year Est. Return
19.66%
This Fund
S&P 500
1 Year Est. Return
+19.66%
AUM
$36.9B
AUM Growth
+$3.66B
(+11%)
Holding
5,736
Top Buys
| 1 | +$147M | |
| 2 | +$100M | |
| 3 | +$90.1M | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$85.4M |
| 5 |
Vanguard Growth ETF
VUG
|
+$60.7M |
Top Sells
| 1 | +$197M | |
| 2 | +$65.4M | |
| 3 | +$64.3M | |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$34.1M |
| 5 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$23.9M |
Sector Composition
| 1 | Technology | 10.22% |
| 2 | Financials | 4.49% |
| 3 | Healthcare | 4.02% |
| 4 | Consumer Discretionary | 3.45% |
| 5 | Industrials | 3.17% |
