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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
576
$17K ﹤0.01%
+820
577
$17K ﹤0.01%
+1,245
578
$17K ﹤0.01%
532
+450
579
$17K ﹤0.01%
300
580
$17K ﹤0.01%
+151
581
$16K ﹤0.01%
+230
582
$16K ﹤0.01%
+240
583
$16K ﹤0.01%
+618
584
$16K ﹤0.01%
202
585
$16K ﹤0.01%
+500
586
$16K ﹤0.01%
+132
587
$16K ﹤0.01%
825
+753
588
$16K ﹤0.01%
764
589
$16K ﹤0.01%
218
+18
590
$16K ﹤0.01%
400
591
$16K ﹤0.01%
+1,320
592
$16K ﹤0.01%
+575
593
$16K ﹤0.01%
+203
594
$16K ﹤0.01%
368
+141
595
$16K ﹤0.01%
+700
596
$15K ﹤0.01%
+48
597
$15K ﹤0.01%
470
598
$15K ﹤0.01%
+773
599
$15K ﹤0.01%
1,091
-1,454
600
$15K ﹤0.01%
358