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
301
$13K ﹤0.01%
+848
302
$13K ﹤0.01%
+470
303
$13K ﹤0.01%
+326
304
$13K ﹤0.01%
+956
305
$13K ﹤0.01%
+323
306
$13K ﹤0.01%
+400
307
$13K ﹤0.01%
+117
308
$12K ﹤0.01%
+216
309
$12K ﹤0.01%
+420
310
$12K ﹤0.01%
+467
311
$12K ﹤0.01%
+159
312
$12K ﹤0.01%
+881
313
$11K ﹤0.01%
+696
314
$11K ﹤0.01%
+1,192
315
$11K ﹤0.01%
+401
316
$11K ﹤0.01%
+280
317
$10K ﹤0.01%
+210
318
$10K ﹤0.01%
+577
319
$10K ﹤0.01%
+56
320
$10K ﹤0.01%
+124
321
$10K ﹤0.01%
+24
322
$10K ﹤0.01%
+475
323
$10K ﹤0.01%
+303
324
$10K ﹤0.01%
+166
325
$9K ﹤0.01%
+187
11 12
13
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