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
626
$14K ﹤0.01%
1,000
627
$14K ﹤0.01%
240
+211
628
$13K ﹤0.01%
300
629
$13K ﹤0.01%
+250
630
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+150
631
$13K ﹤0.01%
234
632
$13K ﹤0.01%
+160
633
$13K ﹤0.01%
+8
634
$13K ﹤0.01%
148
635
$13K ﹤0.01%
300
636
$13K ﹤0.01%
+180
637
$13K ﹤0.01%
+340
638
$13K ﹤0.01%
+880
639
$13K ﹤0.01%
310
640
$13K ﹤0.01%
+270
641
$13K ﹤0.01%
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642
$13K ﹤0.01%
500
643
$13K ﹤0.01%
220
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$13K ﹤0.01%
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645
$13K ﹤0.01%
856
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646
$13K ﹤0.01%
+625
647
$13K ﹤0.01%
+190
648
$13K ﹤0.01%
+350
649
$12K ﹤0.01%
84
+57
650
$12K ﹤0.01%
832
-20,919
24 25
26
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