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

Top Buys

1
+$80.7M
2
+$15M
3
+$12.7M
4
CELG
Celgene Corp
CELG
+$9.53M
5
ECL icon
Ecolab
ECL
+$8.74M

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%
+380
252
$24K 0.01%
+648
253
$24K 0.01%
+439
254
$24K 0.01%
+1,430
255
$23K 0.01%
+400
256
$23K 0.01%
+447
257
$23K 0.01%
+498
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%
+310
266
$21K 0.01%
+246
267
$21K 0.01%
+300
268
$20K 0.01%
+469
269
$20K 0.01%
+160
270
$20K 0.01%
+1,446
271
$19K 0.01%
+557
272
$19K 0.01%
+153
273
$19K 0.01%
+4,000
274
$19K 0.01%
+390
275
$19K 0.01%
+146
9 10
11
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