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
476
$35K ﹤0.01%
+1,274
477
$35K ﹤0.01%
2,357
478
$35K ﹤0.01%
+3,100
479
$35K ﹤0.01%
1,000
480
$34K ﹤0.01%
310
-190
481
$34K ﹤0.01%
940
482
$33K ﹤0.01%
2,400
483
$33K ﹤0.01%
996
484
$33K ﹤0.01%
673
+640
485
$33K ﹤0.01%
946
-870
486
$33K ﹤0.01%
286
-249
487
$32K ﹤0.01%
1,300
-500
488
$32K ﹤0.01%
423
+1
489
$32K ﹤0.01%
+283
490
$32K ﹤0.01%
+827
491
$32K ﹤0.01%
+470
492
$31K ﹤0.01%
+1,603
493
$31K ﹤0.01%
804
494
$31K ﹤0.01%
404
+102
495
$31K ﹤0.01%
1,000
496
$30K ﹤0.01%
+543
497
$30K ﹤0.01%
197
+192
498
$30K ﹤0.01%
200
499
$30K ﹤0.01%
439
500
$29K ﹤0.01%
623
+470
18 19
20
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