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
251
$24K 0.01%
+854
252
$24K 0.01%
+290
253
$24K 0.01%
+380
254
$24K 0.01%
+648
255
$23K 0.01%
+400
256
$23K 0.01%
+498
257
$23K 0.01%
+447
258
$22K 0.01%
+80
259
$22K 0.01%
+400
260
$22K 0.01%
+444
261
$22K 0.01%
+290
262
$22K 0.01%
+268
263
$22K 0.01%
+303
264
$21K 0.01%
+307
265
$21K 0.01%
+300
266
$21K 0.01%
+310
267
$21K 0.01%
+246
268
$20K 0.01%
+469
269
$20K 0.01%
+160
270
$20K 0.01%
+1,446
271
$19K 0.01%
+153
272
$19K 0.01%
+4,000
273
$19K 0.01%
+390
274
$19K 0.01%
+146
275
$19K 0.01%
+423
9 10
11
12 13