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
301
$137K 0.01%
1,283
302
$135K 0.01%
1,542
303
$133K 0.01%
1,361
304
$133K 0.01%
3,300
305
$132K 0.01%
8,510
-485
306
$131K 0.01%
4,544
307
$130K 0.01%
2,112
308
$127K 0.01%
2,567
309
$127K 0.01%
565
310
$126K 0.01%
3,200
311
$125K 0.01%
1,174
+1,140
312
$123K 0.01%
3,779
-659
313
$122K 0.01%
1,367
+246
314
$119K 0.01%
1,349
-133
315
$118K 0.01%
3,660
316
$117K 0.01%
1,038
+459
317
$116K 0.01%
3,624
318
$116K 0.01%
5,185
319
$115K 0.01%
3,334
+151
320
$115K 0.01%
838
321
$113K 0.01%
3,448
322
$112K 0.01%
1,278
-516
323
$111K 0.01%
+2,800
324
$111K 0.01%
814
+100
325
$108K 0.01%
+2,626
11 12
13
14 15