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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
551
$2K ﹤0.01%
+41
552
$2K ﹤0.01%
+40
553
$1K ﹤0.01%
72
554
$1K ﹤0.01%
+200
555
$1K ﹤0.01%
+11
556
$1K ﹤0.01%
100
557
$1K ﹤0.01%
30
558
$1K ﹤0.01%
106
+42
559
$1K ﹤0.01%
+14
560
$1K ﹤0.01%
+50
561
$1K ﹤0.01%
185
+60
562
$1K ﹤0.01%
+35
563
$1K ﹤0.01%
30
-440
564
$1K ﹤0.01%
64
565
$1K ﹤0.01%
+102
566
$1K ﹤0.01%
+124
567
$1K ﹤0.01%
43
568
$1K ﹤0.01%
25
569
$1K ﹤0.01%
+118
570
$1K ﹤0.01%
+2
571
$1K ﹤0.01%
50
572
$1K ﹤0.01%
16
573
– –
0
574
$1K ﹤0.01%
+222
575
$1K ﹤0.01%
250
21 22
23
24 25