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
426
$9K ﹤0.01%
68
+37
427
$9K ﹤0.01%
100
428
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507
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-200
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44
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+1,000
436
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120
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$7K ﹤0.01%
375
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98
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208
446
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4,000
447
$7K ﹤0.01%
+68
448
$7K ﹤0.01%
+162
449
$6K ﹤0.01%
+58
450
$6K ﹤0.01%
683