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
401
$57K ﹤0.01%
881
+660
402
$57K ﹤0.01%
+1,800
403
$57K ﹤0.01%
1,143
-170,300
404
$56K ﹤0.01%
+790
405
$55K ﹤0.01%
1,796
406
$55K ﹤0.01%
534
-120
407
$55K ﹤0.01%
723
408
$55K ﹤0.01%
475
+275
409
$54K ﹤0.01%
1,590
410
$54K ﹤0.01%
2,315
+139
411
$54K ﹤0.01%
1,483
+1,381
412
$53K ﹤0.01%
438
-825
413
$52K ﹤0.01%
+800
414
$52K ﹤0.01%
+683
415
$52K ﹤0.01%
+1,667
416
$51K ﹤0.01%
+820
417
$50K ﹤0.01%
+3,091
418
$50K ﹤0.01%
827
+787
419
$50K ﹤0.01%
+500
420
$50K ﹤0.01%
1,655
+1,275
421
$49K ﹤0.01%
388
+161
422
$49K ﹤0.01%
1,094
423
$49K ﹤0.01%
358
+299
424
$49K ﹤0.01%
1,077
425
$49K ﹤0.01%
588
+63
15 16
17
18 19