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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
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
+$11.3M
3
+$9.34M
4
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$8.68M
5
WFM
Whole Foods Market Inc
WFM
+$6M

Top Sells

1
+$19.7M
2
+$19.1M
3
+$15.1M
4
SBUX icon
Starbucks
SBUX
+$12.9M
5
HRI icon
Herc Holdings
HRI
+$10.7M

Sector Composition

1 Technology 13.36%
2 Healthcare 12.16%
3 Industrials 11.63%
4 Financials 11.44%
5 Energy 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$20K ﹤0.01%
+460
552
$19K ﹤0.01%
111
-24
553
$19K ﹤0.01%
276
554
$19K ﹤0.01%
526
555
$19K ﹤0.01%
+2,335
556
$19K ﹤0.01%
+450
557
$19K ﹤0.01%
1,000
-50
558
$19K ﹤0.01%
400
+300
559
$18K ﹤0.01%
51
-173
560
$18K ﹤0.01%
449
-253
561
$18K ﹤0.01%
+860
562
$18K ﹤0.01%
348
563
$18K ﹤0.01%
454
-91
564
$18K ﹤0.01%
19
565
$18K ﹤0.01%
946
566
$17K ﹤0.01%
140
+119
567
$17K ﹤0.01%
+890
568
$17K ﹤0.01%
200
569
$17K ﹤0.01%
306
+210
570
$17K ﹤0.01%
+129
571
$17K ﹤0.01%
767
572
$17K ﹤0.01%
220
573
$17K ﹤0.01%
+2,000
574
$17K ﹤0.01%
+41
575
$17K ﹤0.01%
412
+276
21 22
23
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