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
126
$312K 0.08%
+3,603
127
$304K 0.08%
+14,451
128
$286K 0.08%
+6,937
129
$273K 0.07%
+4,660
130
$260K 0.07%
+5,030
131
$245K 0.06%
+6,876
132
$194K 0.05%
+1,655
133
$192K 0.05%
+3,052
134
$187K 0.05%
+3,548
135
$187K 0.05%
+1,873
136
$184K 0.05%
+2,017
137
$178K 0.05%
+3,233
138
$172K 0.05%
+5,400
139
$161K 0.04%
+5,200
140
$149K 0.04%
+1,934
141
$144K 0.04%
+1,901
142
$141K 0.04%
+2,185
143
$127K 0.03%
+3,341
144
$125K 0.03%
+1,600
145
$122K 0.03%
+956
146
$119K 0.03%
+3,299
147
$119K 0.03%
+5,054
148
$109K 0.03%
+1,500
149
$108K 0.03%
+1,589
150
$100K 0.03%
+10,845
4 5
6
7 8