Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
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
+$17.8M
2
+$17.8M
3
+$17.3M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$17.1M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$16.8M

Top Sells

1
+$5.8M
2
+$3.36M
3
+$2.27M
4
CELG
Celgene Corp
CELG
+$2.13M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.44M

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
376
$14K ﹤0.01%
706
377
$14K ﹤0.01%
+881
378
$14K ﹤0.01%
467
379
$14K ﹤0.01%
+400
380
$14K ﹤0.01%
84
+59
381
$13K ﹤0.01%
967
+472
382
$13K ﹤0.01%
+888
383
$13K ﹤0.01%
159
384
$13K ﹤0.01%
401
385
$13K ﹤0.01%
+166
386
$12K ﹤0.01%
55
-1
387
$12K ﹤0.01%
+227
388
$12K ﹤0.01%
136
+45
389
$12K ﹤0.01%
696
390
$12K ﹤0.01%
+830
391
$12K ﹤0.01%
+60
392
$12K ﹤0.01%
303
393
$12K ﹤0.01%
182
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394
$11K ﹤0.01%
210
395
$11K ﹤0.01%
608
+31
396
$11K ﹤0.01%
274
+184
397
$11K ﹤0.01%
541
+203
398
$11K ﹤0.01%
+700
399
$11K ﹤0.01%
1,192
400
$11K ﹤0.01%
475
14 15
16
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