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
276
$170K 0.01%
+2,400
277
$169K 0.01%
2,647
+861
278
$168K 0.01%
+10,243
279
$167K 0.01%
2,299
-107
280
$164K 0.01%
+4,290
281
$162K 0.01%
4,331
-280
282
$160K 0.01%
3,643
+528
283
$158K 0.01%
+2,378
284
$156K 0.01%
4,106
-1,541
285
$151K 0.01%
1,258
+347
286
$151K 0.01%
3,096
+48
287
$149K 0.01%
2,069
288
$149K 0.01%
4,478
+376
289
$148K 0.01%
2,123
-677
290
$147K 0.01%
4,662
+520
291
$146K 0.01%
1,140
-500
292
$145K 0.01%
2,789
+37
293
$145K 0.01%
1,500
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294
$142K 0.01%
1,352
+1,072
295
$141K 0.01%
7,768
-1,000
296
$141K 0.01%
1,500
297
$140K 0.01%
11,606
+4,200
298
$140K 0.01%
2,302
+1,820
299
$139K 0.01%
2,631
+404
300
$139K 0.01%
1,431
-605
10 11
12
13 14