Carson Wealth (CWM LLC) Portfolio holdings
AUM $28.4B
1-Year Return
14.63%
This Quarter Return
+5.88%
1 Year Return
+14.63%
3 Year Return
+48.89%
5 Year Return
–
10 Year Return
–
AUM
$14.2B
AUM Growth
–
Cap. Flow
+$14.2B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
33.29%
Holding
3,703
New
3,688
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$938M |
| 2 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$859M |
| 3 |
iShares US Treasury Bond ETF
GOVT
|
+$566M |
| 4 |
iShares Core Total USD Bond Market ETF
IUSB
|
+$559M |
| 5 |
iShares MSCI USA Value Factor ETF
VLUE
|
+$384M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.26% |
| 2 | Healthcare | 5.46% |
| 3 | Financials | 3.63% |
| 4 | Consumer Discretionary | 2.55% |
| 5 | Industrials | 2.48% |
