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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
$21.2B
AUM Growth
+$647M
(+3.1%)
Holding
5,103
Top Buys
| 1 | +$137M | |
| 2 | +$99.5M | |
| 3 | +$61.5M | |
| 4 |
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$52.4M |
| 5 |
State Street DoubleLine Total Return Tactical ETF
TOTL
|
+$49.4M |
Top Sells
| 1 | +$209M | |
| 2 | +$107M | |
| 3 | +$97.2M | |
| 4 |
iShares Global Energy ETF
IXC
|
+$71.6M |
| 5 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$60.4M |
Sector Composition
| 1 | Technology | 8.19% |
| 2 | Financials | 3.63% |
| 3 | Healthcare | 3.3% |
| 4 | Communication Services | 2.79% |
| 5 | Consumer Discretionary | 2.69% |