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
176
$58K 0.02%
+10,160
177
$58K 0.02%
+1,028
178
$57K 0.02%
+303
179
$56K 0.01%
+7,975
180
$54K 0.01%
+1,998
181
$54K 0.01%
+605
182
$54K 0.01%
+952
183
$54K 0.01%
+1,641
184
$53K 0.01%
+1,701
185
$53K 0.01%
+3,360
186
$52K 0.01%
+200
187
$52K 0.01%
+708
188
$49K 0.01%
+652
189
$48K 0.01%
+213
190
$48K 0.01%
+932
191
$47K 0.01%
+722
192
$47K 0.01%
+1,285
193
$46K 0.01%
+2,355
194
$45K 0.01%
+496
195
$44K 0.01%
+518
196
$43K 0.01%
+400
197
$43K 0.01%
+807
198
$43K 0.01%
+661
199
$43K 0.01%
+639
200
$42K 0.01%
+44
6 7
8
9 10