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
426
$48K ﹤0.01%
1,109
+1,100
427
$48K ﹤0.01%
+1,124
428
$47K ﹤0.01%
+2,730
429
$46K ﹤0.01%
+600
430
$46K ﹤0.01%
+450
431
$46K ﹤0.01%
2,000
432
$45K ﹤0.01%
1,627
+577
433
$45K ﹤0.01%
+600
434
$44K ﹤0.01%
2,600
435
$42K ﹤0.01%
+600
436
$42K ﹤0.01%
+333
437
$42K ﹤0.01%
+6,048
438
$42K ﹤0.01%
840
439
$42K ﹤0.01%
258
+250
440
$41K ﹤0.01%
+550
441
$41K ﹤0.01%
3,000
442
$41K ﹤0.01%
812
443
$41K ﹤0.01%
3,230
444
$41K ﹤0.01%
2,785
-1,427
445
$40K ﹤0.01%
500
446
$40K ﹤0.01%
1,415
447
$40K ﹤0.01%
+532
448
$40K ﹤0.01%
725
449
$39K ﹤0.01%
630
450
$39K ﹤0.01%
982
16 17
18
19 20