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
551
$20K ﹤0.01%
+460
552
$19K ﹤0.01%
526
553
$19K ﹤0.01%
+2,335
554
$19K ﹤0.01%
+450
555
$19K ﹤0.01%
111
-24
556
$19K ﹤0.01%
272
557
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1,000
-50
558
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400
+300
559
$18K ﹤0.01%
946
560
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51
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561
$18K ﹤0.01%
449
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562
$18K ﹤0.01%
+860
563
$18K ﹤0.01%
348
564
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454
-91
565
$18K ﹤0.01%
19
566
$17K ﹤0.01%
140
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567
$17K ﹤0.01%
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568
$17K ﹤0.01%
300
569
$17K ﹤0.01%
200
570
$17K ﹤0.01%
306
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571
$17K ﹤0.01%
+129
572
$17K ﹤0.01%
767
573
$17K ﹤0.01%
220
574
$17K ﹤0.01%
+2,000
575
$17K ﹤0.01%
+41
21 22
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