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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
$557M
AUM Growth
-$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$4.7M
3
+$4.68M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$4.65M
5
HP icon
Helmerich & Payne
HP
+$4.27M

Top Sells

1
+$105M
2
+$21.4M
3
+$21.3M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$20.7M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$20.6M

Sector Composition

1 Industrials 20.66%
2 Technology 18.13%
3 Healthcare 14.95%
4 Financials 6.63%
5 Materials 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$79K 0.01%
3,250
177
– –
-3,397
178
– –
-320,373
179
– –
-36,900
180
– –
-4,673
181
– –
-11,144
182
– –
-3,558
183
– –
-7,554
184
– –
-4,130
185
– –
-237,295
186
– –
-17,220
187
– –
-31,150
188
– –
-1,980
4 5 6 7
8