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
201
$40K 0.01%
+500
202
$39K 0.01%
+2,302
203
$39K 0.01%
+895
204
$39K 0.01%
+402
205
$39K 0.01%
+918
206
$38K 0.01%
+845
207
$38K 0.01%
+3,990
208
$38K 0.01%
+74
209
$38K 0.01%
+650
210
$37K 0.01%
+1,419
211
$37K 0.01%
+800
212
$37K 0.01%
+322
213
$37K 0.01%
+1,008
214
$37K 0.01%
+408
215
$36K 0.01%
+599
216
$36K 0.01%
+766
217
$36K 0.01%
+988
218
$36K 0.01%
+1,467
219
$35K 0.01%
+600
220
$34K 0.01%
+698
221
$34K 0.01%
+1,851
222
$33K 0.01%
+673
223
$33K 0.01%
+1,012
224
$33K 0.01%
+449
225
$33K 0.01%
+504
7 8
9
10 11