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
426
$2K ﹤0.01%
+48
427
$2K ﹤0.01%
+61
428
$2K ﹤0.01%
+49
429
$2K ﹤0.01%
+21
430
$2K ﹤0.01%
+46
431
$2K ﹤0.01%
+100
432
$2K ﹤0.01%
+313
433
$1K ﹤0.01%
+125
434
$1K ﹤0.01%
+64
435
$1K ﹤0.01%
+100
436
$1K ﹤0.01%
+43
437
$1K ﹤0.01%
+25
438
$1K ﹤0.01%
+80
439
$1K ﹤0.01%
+50
440
$1K ﹤0.01%
+16
441
$1K ﹤0.01%
+38
442
– –
0
443
$1K ﹤0.01%
+72
444
$1K ﹤0.01%
+100
445
$1K ﹤0.01%
+250
446
$1K ﹤0.01%
+30
447
$1K ﹤0.01%
+64
448
$1K ﹤0.01%
+24
449
$1K ﹤0.01%
+29
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