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
451
$39K ﹤0.01%
922
452
$39K ﹤0.01%
1,225
+264
453
$38K ﹤0.01%
+2,008
454
$38K ﹤0.01%
895
+696
455
$38K ﹤0.01%
1,016
456
$38K ﹤0.01%
324
+68
457
$38K ﹤0.01%
616
458
$38K ﹤0.01%
+2,500
459
$38K ﹤0.01%
325
+225
460
$38K ﹤0.01%
786
461
$38K ﹤0.01%
527
+490
462
$38K ﹤0.01%
982
463
$37K ﹤0.01%
581
464
$37K ﹤0.01%
157
+25
465
$37K ﹤0.01%
+510
466
$37K ﹤0.01%
333
467
$37K ﹤0.01%
324
+224
468
$37K ﹤0.01%
626
-15
469
$37K ﹤0.01%
+6,000
470
$36K ﹤0.01%
+183
471
$36K ﹤0.01%
724
472
$36K ﹤0.01%
757
+699
473
$35K ﹤0.01%
+1,074
474
$35K ﹤0.01%
1,190
475
$35K ﹤0.01%
+713
17 18
19
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