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
601
$15K ﹤0.01%
+200
602
$15K ﹤0.01%
+95
603
$15K ﹤0.01%
+773
604
$15K ﹤0.01%
1,091
-1,454
605
$15K ﹤0.01%
358
606
$15K ﹤0.01%
320
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607
$15K ﹤0.01%
+88
608
$15K ﹤0.01%
456
-89
609
$15K ﹤0.01%
339
+338
610
$15K ﹤0.01%
1,000
611
$15K ﹤0.01%
+560
612
$15K ﹤0.01%
248
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613
$15K ﹤0.01%
277
614
$15K ﹤0.01%
+600
615
$14K ﹤0.01%
+280
616
$14K ﹤0.01%
1,006
617
$14K ﹤0.01%
800
+600
618
$14K ﹤0.01%
+210
619
$14K ﹤0.01%
200
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620
$14K ﹤0.01%
+3,200
621
$14K ﹤0.01%
+123
622
$14K ﹤0.01%
+185
623
$14K ﹤0.01%
865
+640
624
$14K ﹤0.01%
+1,204
625
$14K ﹤0.01%
+1,700
23 24
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