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
351
$7K ﹤0.01%
+375
352
$7K ﹤0.01%
+44
353
$7K ﹤0.01%
+109
354
$7K ﹤0.01%
+810
355
$7K ﹤0.01%
+121
356
$7K ﹤0.01%
+418
357
$7K ﹤0.01%
+104
358
$7K ﹤0.01%
+28
359
$6K ﹤0.01%
+683
360
$6K ﹤0.01%
+93
361
$6K ﹤0.01%
+338
362
$6K ﹤0.01%
+157
363
$6K ﹤0.01%
+298
364
$6K ﹤0.01%
+107
365
$6K ﹤0.01%
+149
366
$6K ﹤0.01%
+208
367
$6K ﹤0.01%
+78
368
$6K ﹤0.01%
+900
369
$6K ﹤0.01%
+500
370
$6K ﹤0.01%
+98
371
$6K ﹤0.01%
+495
372
$5K ﹤0.01%
+75
373
$5K ﹤0.01%
+150
374
$5K ﹤0.01%
+120
375
$5K ﹤0.01%
+106
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