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
351
$7K ﹤0.01%
+109
352
$7K ﹤0.01%
+810
353
$7K ﹤0.01%
+121
354
$7K ﹤0.01%
+418
355
$7K ﹤0.01%
+104
356
$7K ﹤0.01%
+507
357
$7K ﹤0.01%
+123
358
$7K ﹤0.01%
+28
359
$6K ﹤0.01%
+683
360
$6K ﹤0.01%
+93
361
$6K ﹤0.01%
+338
362
$6K ﹤0.01%
+500
363
$6K ﹤0.01%
+98
364
$6K ﹤0.01%
+495
365
$6K ﹤0.01%
+157
366
$6K ﹤0.01%
+298
367
$6K ﹤0.01%
+107
368
$6K ﹤0.01%
+208
369
$6K ﹤0.01%
+78
370
$6K ﹤0.01%
+149
371
$6K ﹤0.01%
+900
372
$5K ﹤0.01%
+200
373
$5K ﹤0.01%
+49
374
$5K ﹤0.01%
+36
375
$5K ﹤0.01%
+100
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