We are live on ! Find out more
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
651
$12K ﹤0.01%
201
652
$12K ﹤0.01%
+320
653
$12K ﹤0.01%
413
+13
654
$12K ﹤0.01%
+200
655
$12K ﹤0.01%
+20
656
$12K ﹤0.01%
1,086
657
$12K ﹤0.01%
556
658
$12K ﹤0.01%
+265
659
$12K ﹤0.01%
+380
660
$12K ﹤0.01%
100
+50
661
$12K ﹤0.01%
884
662
$12K ﹤0.01%
+260
663
$12K ﹤0.01%
+900
664
$12K ﹤0.01%
+400
665
$12K ﹤0.01%
84
+57
666
$11K ﹤0.01%
170
+169
667
$11K ﹤0.01%
+200
668
$11K ﹤0.01%
500
669
$11K ﹤0.01%
378
670
$11K ﹤0.01%
632
+121
671
$11K ﹤0.01%
217
-359
672
$11K ﹤0.01%
660
-67
673
$11K ﹤0.01%
+500
674
$11K ﹤0.01%
107
675
$11K ﹤0.01%
+210