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
$1.45B
AUM Growth
+$80.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,137
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$9.44M
3
+$9.16M
4
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$8.62M
5
WFM
Whole Foods Market Inc
WFM
+$5.52M

Top Sells

1
+$19.7M
2
+$19.5M
3
+$15.1M
4
SBUX icon
Starbucks
SBUX
+$12.4M
5
HRI icon
Herc Holdings
HRI
+$10.7M

Sector Composition

1 Technology 14.31%
2 Healthcare 12.16%
3 Financials 11.44%
4 Industrials 10.68%
5 Energy 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$310K 0.02%
5,714
227
$297K 0.02%
2,019
+177
228
$297K 0.02%
11,543
229
$290K 0.02%
2,264
+1,829
230
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6,458
+4,480
231
$284K 0.02%
1,006
-90
232
$271K 0.02%
3,398
+631
233
$271K 0.02%
10,540
-44,094
234
$271K 0.02%
3,530
+2,015
235
$271K 0.02%
6,398
+1,400
236
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1,226
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237
$262K 0.02%
2,642
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238
$258K 0.02%
44,266
239
$256K 0.02%
+7,412
240
$253K 0.02%
5,299
-12,508
241
$253K 0.02%
3,574
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242
$251K 0.02%
1,949
+1,331
243
$246K 0.02%
2,774
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244
$246K 0.02%
5,151
-11,239
245
$245K 0.02%
3,094
+137
246
$245K 0.02%
1,469
+136
247
$241K 0.02%
+1,083
248
$240K 0.02%
5,265
+1,517
249
$239K 0.02%
3,188
250
$236K 0.02%
5,286
+3,843
8 9
10
11 12