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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
601
$15K ﹤0.01%
320
+181
602
$15K ﹤0.01%
+88
603
$15K ﹤0.01%
353
604
$15K ﹤0.01%
434
605
$15K ﹤0.01%
3,000
606
$15K ﹤0.01%
+200
607
$15K ﹤0.01%
+95
608
$15K ﹤0.01%
248
-410
609
$15K ﹤0.01%
277
610
$15K ﹤0.01%
+600
611
$15K ﹤0.01%
456
-89
612
$15K ﹤0.01%
339
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613
$15K ﹤0.01%
1,000
614
$15K ﹤0.01%
+560
615
$14K ﹤0.01%
865
+640
616
$14K ﹤0.01%
+1,204
617
$14K ﹤0.01%
200
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618
$14K ﹤0.01%
+3,200
619
$14K ﹤0.01%
+123
620
$14K ﹤0.01%
+185
621
$14K ﹤0.01%
+1,700
622
$14K ﹤0.01%
1,000
623
$14K ﹤0.01%
+280
624
$14K ﹤0.01%
1,006
625
$14K ﹤0.01%
800
+600
23 24
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