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
$381M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$80.9M
2
+$15.4M
3
+$12.4M
4
CELG
Celgene Corp
CELG
+$10.5M
5
ECL icon
Ecolab
ECL
+$9.28M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.71%
2 Industrials 13.51%
3 Healthcare 11.47%
4 Materials 6.11%
5 Financials 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$32K 0.01%
+1,522
227
$31K 0.01%
+1,125
228
$31K 0.01%
+1,504
229
$31K 0.01%
+999
230
$30K 0.01%
+403
231
$30K 0.01%
+341
232
$30K 0.01%
+399
233
$29K 0.01%
+386
234
$28K 0.01%
+1,410
235
$28K 0.01%
+997
236
$28K 0.01%
+933
237
$27K 0.01%
+425
238
$27K 0.01%
+980
239
$26K 0.01%
+222
240
$26K 0.01%
+512
241
$26K 0.01%
+245
242
$26K 0.01%
+200
243
$25K 0.01%
+843
244
$25K 0.01%
+500
245
$25K 0.01%
+404
246
$25K 0.01%
+539
247
$25K 0.01%
+517
248
$24K 0.01%
+1,430
249
$24K 0.01%
+100
250
$24K 0.01%
+439
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