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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
601
– –
-192
602
– –
-1,768
603
– –
-260
604
$0 ﹤0.01%
+13
605
– –
-191
606
– –
-500
607
– –
-418
608
$0 ﹤0.01%
+4
609
$0 ﹤0.01%
+100
610
$0 ﹤0.01%
+6
611
$0 ﹤0.01%
+3
612
– –
-250
613
$0 ﹤0.01%
+6
614
$0 ﹤0.01%
+12
615
– –
0
616
– –
-881
617
– –
-394
618
$0 ﹤0.01%
+5
619
– –
-166
620
$0 ﹤0.01%
+12
621
– –
0
622
$0 ﹤0.01%
+5
623
$0 ﹤0.01%
+150
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