Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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
326
$9K ﹤0.01%
+394
327
$9K ﹤0.01%
+187
328
$9K ﹤0.01%
+413
329
$9K ﹤0.01%
+129
330
$9K ﹤0.01%
+160
331
$9K ﹤0.01%
+147
332
$9K ﹤0.01%
+64
333
$9K ﹤0.01%
+500
334
$9K ﹤0.01%
+100
335
$8K ﹤0.01%
+122
336
$8K ﹤0.01%
+45
337
$8K ﹤0.01%
+137
338
$8K ﹤0.01%
+31
339
$8K ﹤0.01%
+457
340
$8K ﹤0.01%
+1,187
341
$8K ﹤0.01%
+38
342
$8K ﹤0.01%
+55
343
$8K ﹤0.01%
+191
344
$7K ﹤0.01%
+507
345
$7K ﹤0.01%
+123
346
$7K ﹤0.01%
+295
347
$7K ﹤0.01%
+75
348
$7K ﹤0.01%
+31
349
$7K ﹤0.01%
+170
350
$7K ﹤0.01%
+91
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