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
51
$1.01M 0.27%
+20,612
52
$988K 0.26%
+21,165
53
$968K 0.25%
+8,451
54
$954K 0.25%
+13,936
55
$926K 0.24%
+19,732
56
$920K 0.24%
+13,877
57
$916K 0.24%
+14,352
58
$914K 0.24%
+18,847
59
$851K 0.22%
+11,369
60
$842K 0.22%
+18,524
61
$825K 0.22%
+3,646
62
$803K 0.21%
+36,817
63
$793K 0.21%
+17,983
64
$786K 0.21%
+9,428
65
$779K 0.2%
+30,480
66
$727K 0.19%
+10,462
67
$700K 0.18%
+8,099
68
$700K 0.18%
+4,138
69
$698K 0.18%
+14,634
70
$678K 0.18%
+76,659
71
$677K 0.18%
+11,235
72
$676K 0.18%
+7,386
73
$673K 0.18%
+21,153
74
$672K 0.18%
+11,129
75
$671K 0.18%
+25,203
1 2
3
4 5