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
501
$29K ﹤0.01%
+2,787
502
$29K ﹤0.01%
+360
503
$29K ﹤0.01%
998
504
$29K ﹤0.01%
908
+900
505
$28K ﹤0.01%
1,111
-489
506
$28K ﹤0.01%
2,920
507
$28K ﹤0.01%
333
508
$28K ﹤0.01%
997
+101
509
$28K ﹤0.01%
700
510
$28K ﹤0.01%
414
+405
511
$28K ﹤0.01%
1,100
512
$27K ﹤0.01%
608
-48
513
$27K ﹤0.01%
559
514
$26K ﹤0.01%
523
515
$26K ﹤0.01%
+1,044
516
$25K ﹤0.01%
1,600
-500
517
$25K ﹤0.01%
139
518
$25K ﹤0.01%
200
519
$25K ﹤0.01%
400
520
$25K ﹤0.01%
272
+72
521
$25K ﹤0.01%
+722
522
$25K ﹤0.01%
400
523
$25K ﹤0.01%
856
+730
524
$25K ﹤0.01%
107
+49
525
$25K ﹤0.01%
592
19 20
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