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
401
$4K ﹤0.01%
+135
402
$4K ﹤0.01%
+42
403
$4K ﹤0.01%
+49
404
$4K ﹤0.01%
+31
405
$4K ﹤0.01%
+25
406
$4K ﹤0.01%
+250
407
$4K ﹤0.01%
+34
408
$4K ﹤0.01%
+88
409
$4K ﹤0.01%
+233
410
$3K ﹤0.01%
+59
411
$3K ﹤0.01%
+90
412
$3K ﹤0.01%
+123
413
$3K ﹤0.01%
+128
414
$3K ﹤0.01%
+350
415
$3K ﹤0.01%
+200
416
$3K ﹤0.01%
+30
417
$3K ﹤0.01%
+98
418
$3K ﹤0.01%
+100
419
$3K ﹤0.01%
+60
420
$3K ﹤0.01%
+34
421
$3K ﹤0.01%
+107
422
$3K ﹤0.01%
+84
423
$3K ﹤0.01%
+100
424
$3K ﹤0.01%
+63
425
$2K ﹤0.01%
+64
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