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
526
$3K ﹤0.01%
+32
527
$3K ﹤0.01%
+95
528
$3K ﹤0.01%
+3
529
$3K ﹤0.01%
67
-26
530
$3K ﹤0.01%
+93
531
$3K ﹤0.01%
72
+34
532
$3K ﹤0.01%
+50
533
$3K ﹤0.01%
100
534
$2K ﹤0.01%
+92
535
$2K ﹤0.01%
+14
536
$2K ﹤0.01%
+48
537
$2K ﹤0.01%
+51
538
$2K ﹤0.01%
200
539
$2K ﹤0.01%
+81
540
$2K ﹤0.01%
+26
541
$2K ﹤0.01%
100
542
$2K ﹤0.01%
+234
543
$2K ﹤0.01%
49
544
$2K ﹤0.01%
+23
545
$2K ﹤0.01%
+19
546
$2K ﹤0.01%
21
547
$2K ﹤0.01%
+7
548
$2K ﹤0.01%
+46
549
$2K ﹤0.01%
80
550
$2K ﹤0.01%
+40
20 21
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