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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
526
$3K ﹤0.01%
+112
527
$3K ﹤0.01%
+23
528
$3K ﹤0.01%
+95
529
$3K ﹤0.01%
+3
530
$3K ﹤0.01%
67
-26
531
$3K ﹤0.01%
+50
532
$3K ﹤0.01%
100
533
$3K ﹤0.01%
+32
534
$2K ﹤0.01%
49
535
$2K ﹤0.01%
+23
536
$2K ﹤0.01%
+19
537
$2K ﹤0.01%
21
538
$2K ﹤0.01%
+7
539
$2K ﹤0.01%
+92
540
$2K ﹤0.01%
+14
541
$2K ﹤0.01%
+48
542
$2K ﹤0.01%
+51
543
$2K ﹤0.01%
200
544
$2K ﹤0.01%
+81
545
$2K ﹤0.01%
+26
546
$2K ﹤0.01%
100
547
$2K ﹤0.01%
+234
548
$2K ﹤0.01%
+46
549
$2K ﹤0.01%
80
550
$2K ﹤0.01%
100
20 21
22
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