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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$606M
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
623
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$16.7M
3
+$16.7M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$16.4M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$15.9M

Top Sells

1
+$5.39M
2
+$3.37M
3
+$2.18M
4
CELG
Celgene Corp
CELG
+$2.01M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.39M

Sector Composition

1 Technology 12.39%
2 Industrials 12.33%
3 Healthcare 7.84%
4 Financials 4.13%
5 Materials 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$23K ﹤0.01%
341
327
$23K ﹤0.01%
4,340
+560
328
$23K ﹤0.01%
579
-221
329
$23K ﹤0.01%
500
330
$23K ﹤0.01%
300
331
$22K ﹤0.01%
4,010
+1,090
332
$21K ﹤0.01%
361
-591
333
$21K ﹤0.01%
+680
334
$21K ﹤0.01%
227
+103
335
$21K ﹤0.01%
268
336
$21K ﹤0.01%
+255
337
$20K ﹤0.01%
203
+37
338
$20K ﹤0.01%
613
+193
339
$20K ﹤0.01%
233
+11
340
$20K ﹤0.01%
+150
341
$20K ﹤0.01%
342
+205
342
$20K ﹤0.01%
153
343
$20K ﹤0.01%
439
344
$20K ﹤0.01%
205
+38
345
$19K ﹤0.01%
+300
346
$19K ﹤0.01%
238
347
$19K ﹤0.01%
+515
348
$19K ﹤0.01%
+500
349
$19K ﹤0.01%
457
+7
350
$19K ﹤0.01%
300
-300
12 13
14
15 16