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
151
$94K 0.02%
+1,149
152
$93K 0.02%
+3,051
153
$87K 0.02%
+1,267
154
$86K 0.02%
+1,314
155
$85K 0.02%
+1,003
156
$85K 0.02%
+3,448
157
$85K 0.02%
+84
158
$84K 0.02%
+783
159
$84K 0.02%
+848
160
$84K 0.02%
+1,133
161
$81K 0.02%
+1,704
162
$80K 0.02%
+942
163
$78K 0.02%
+3,250
164
$78K 0.02%
+1,694
165
$71K 0.02%
+747
166
$70K 0.02%
+5,097
167
$68K 0.02%
+426
168
$68K 0.02%
+1,836
169
$66K 0.02%
+1,983
170
$65K 0.02%
+13
171
$64K 0.02%
+1,282
172
$64K 0.02%
+750
173
$62K 0.02%
+963
174
$61K 0.02%
+1,526
175
$61K 0.02%
+1,684
5 6
7
8 9