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
76
$666K 0.17%
+16,158
77
$656K 0.17%
+5,752
78
$649K 0.17%
+28,320
79
$646K 0.17%
+14,673
80
$643K 0.17%
+73,245
81
$642K 0.17%
+17,280
82
$641K 0.17%
+22,822
83
$632K 0.17%
+8,966
84
$626K 0.16%
+22,981
85
$622K 0.16%
+12,988
86
$618K 0.16%
+17,985
87
$608K 0.16%
+12,177
88
$608K 0.16%
+18,619
89
$608K 0.16%
+26,314
90
$605K 0.16%
+23,286
91
$596K 0.16%
+13,630
92
$595K 0.16%
+11,496
93
$592K 0.16%
+36,632
94
$586K 0.15%
+50,502
95
$582K 0.15%
+4,793
96
$576K 0.15%
+9,182
97
$572K 0.15%
+27,046
98
$564K 0.15%
+13,772
99
$561K 0.15%
+2,611
100
$558K 0.15%
+6,600
2 3
4
5 6