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
251
$235K 0.02%
+3,800
252
$234K 0.02%
1,776
+969
253
$233K 0.02%
1,771
+294
254
$230K 0.02%
5,280
-8,207
255
$227K 0.02%
1,949
+700
256
$216K 0.01%
2,566
+1,194
257
$210K 0.01%
2,450
258
$208K 0.01%
13,310
+2,609
259
$201K 0.01%
2,521
+477
260
$200K 0.01%
1,632
+849
261
$200K 0.01%
1,770
+1,600
262
$199K 0.01%
15,029
263
$199K 0.01%
8,001
+3,146
264
$193K 0.01%
4,172
-199
265
$193K 0.01%
2,399
+257
266
$193K 0.01%
1,987
+217
267
$192K 0.01%
1,446
268
$184K 0.01%
7,500
269
$179K 0.01%
1,619
+740
270
$178K 0.01%
2,469
+1,205
271
$177K 0.01%
4,741
-9,639
272
$177K 0.01%
+12,304
273
$175K 0.01%
2,686
-299,730
274
$172K 0.01%
3,014
275
$171K 0.01%
3,930
+2,034
9 10
11
12 13