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
376
$70K ﹤0.01%
3,987
377
$70K ﹤0.01%
+1,752
378
$70K ﹤0.01%
+2,767
379
$69K ﹤0.01%
1,663
380
$68K ﹤0.01%
968
+112
381
$67K ﹤0.01%
535
-128
382
$67K ﹤0.01%
1,242
+300
383
$66K ﹤0.01%
1,405
+542
384
$66K ﹤0.01%
1,220
+335
385
$66K ﹤0.01%
3,576
386
$65K ﹤0.01%
+3,499
387
$65K ﹤0.01%
373
-8
388
$64K ﹤0.01%
1,279
+11
389
$63K ﹤0.01%
1,500
390
$63K ﹤0.01%
1,333
-300
391
$63K ﹤0.01%
+2,922
392
$62K ﹤0.01%
1,399
393
$61K ﹤0.01%
1,509
+1,365
394
$60K ﹤0.01%
705
395
$59K ﹤0.01%
220
+206
396
$59K ﹤0.01%
+1,300
397
$59K ﹤0.01%
2,200
-3,922
398
$58K ﹤0.01%
910
399
$58K ﹤0.01%
661
400
$57K ﹤0.01%
11,727
-1,288
14 15
16
17 18