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
376
$5K ﹤0.01%
+100
377
$5K ﹤0.01%
+75
378
$5K ﹤0.01%
+150
379
$5K ﹤0.01%
+120
380
$5K ﹤0.01%
+106
381
$5K ﹤0.01%
+380
382
$5K ﹤0.01%
+268
383
$5K ﹤0.01%
+192
384
$5K ﹤0.01%
+169
385
$5K ﹤0.01%
+93
386
$5K ﹤0.01%
+400
387
$5K ﹤0.01%
+131
388
$5K ﹤0.01%
+121
389
$5K ﹤0.01%
+64
390
$5K ﹤0.01%
+91
391
$5K ﹤0.01%
+270
392
$5K ﹤0.01%
+42
393
$4K ﹤0.01%
+97
394
$4K ﹤0.01%
+45
395
$4K ﹤0.01%
+160
396
$4K ﹤0.01%
+59
397
$4K ﹤0.01%
+296
398
$4K ﹤0.01%
+169
399
$4K ﹤0.01%
+52
400
$4K ﹤0.01%
+90
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