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
326
$9K ﹤0.01%
+413
327
$9K ﹤0.01%
+129
328
$9K ﹤0.01%
+160
329
$9K ﹤0.01%
+147
330
$9K ﹤0.01%
+64
331
$9K ﹤0.01%
+500
332
$9K ﹤0.01%
+100
333
$9K ﹤0.01%
+4,000
334
$9K ﹤0.01%
+394
335
$8K ﹤0.01%
+45
336
$8K ﹤0.01%
+137
337
$8K ﹤0.01%
+31
338
$8K ﹤0.01%
+457
339
$8K ﹤0.01%
+1,187
340
$8K ﹤0.01%
+38
341
$8K ﹤0.01%
+55
342
$8K ﹤0.01%
+191
343
$8K ﹤0.01%
+122
344
$7K ﹤0.01%
+295
345
$7K ﹤0.01%
+75
346
$7K ﹤0.01%
+31
347
$7K ﹤0.01%
+170
348
$7K ﹤0.01%
+91
349
$7K ﹤0.01%
+375
350
$7K ﹤0.01%
+44
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