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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
576
$1K ﹤0.01%
24
577
$1K ﹤0.01%
29
578
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579
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580
$0 ﹤0.01%
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581
$0 ﹤0.01%
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582
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583
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584
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585
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586
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0
587
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588
$0 ﹤0.01%
+10
589
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590
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591
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592
$0 ﹤0.01%
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593
$0 ﹤0.01%
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594
$0 ﹤0.01%
+70
595
$0 ﹤0.01%
+7
596
– –
-160
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$0 ﹤0.01%
+18
598
– –
-722
599
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600
– –
-956
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