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
276
$19K 0.01%
+557
277
$18K ﹤0.01%
+341
278
$18K ﹤0.01%
+221
279
$18K ﹤0.01%
+238
280
$18K ﹤0.01%
+395
281
$17K ﹤0.01%
+450
282
$17K ﹤0.01%
+742
283
$17K ﹤0.01%
+378
284
$17K ﹤0.01%
+630
285
$17K ﹤0.01%
+260
286
$17K ﹤0.01%
+500
287
$17K ﹤0.01%
+264
288
$16K ﹤0.01%
+222
289
$15K ﹤0.01%
+1,800
290
$15K ﹤0.01%
+400
291
$15K ﹤0.01%
+105
292
$15K ﹤0.01%
+415
293
$15K ﹤0.01%
+166
294
$15K ﹤0.01%
+200
295
$15K ﹤0.01%
+608
296
$15K ﹤0.01%
+2,920
297
$15K ﹤0.01%
+167
298
$14K ﹤0.01%
+267
299
$14K ﹤0.01%
+706
300
$14K ﹤0.01%
+142
10 11
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