CWM
CarsonAllaria Wealth Management Portfolio holdings
AUM
$186M
1-Year Return
10.97%
This Quarter Return
+4.21%
1 Year Return
+10.97%
3 Year Return
+38.82%
5 Year Return
–
10 Year Return
–
AUM
$119M
AUM Growth
+$4.41M
(+3.9%)
Cap. Flow
+$157K
Cap. Flow
% of AUM
0.13%
Top 10 Holdings %
Top 10 Hldgs %
55.76%
Holding
389
New
30
Increased
118
Reduced
54
Closed
18
Top Buys
| 1 |
Dimensional US Equity ETF
DFUS
|
$261K |
| 2 |
iShares US Real Estate ETF
IYR
|
$243K |
| 3 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$234K |
| 4 |
Ameren
AEE
|
$206K |
| 5 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
$192K |
Top Sells
Sector Composition
| 1 | Technology | 3.3% |
| 2 | Industrials | 2.78% |
| 3 | Healthcare | 2.48% |
| 4 | Financials | 2.23% |
| 5 | Utilities | 1.51% |
