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
651
$12K ﹤0.01%
200
-200
652
$12K ﹤0.01%
201
653
$12K ﹤0.01%
+320
654
$12K ﹤0.01%
+400
655
$12K ﹤0.01%
413
+13
656
$12K ﹤0.01%
+200
657
$12K ﹤0.01%
+20
658
$12K ﹤0.01%
1,086
659
$12K ﹤0.01%
556
660
$12K ﹤0.01%
+265
661
$12K ﹤0.01%
+380
662
$12K ﹤0.01%
100
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663
$12K ﹤0.01%
884
664
$12K ﹤0.01%
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665
$12K ﹤0.01%
+900
666
$11K ﹤0.01%
170
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667
$11K ﹤0.01%
+113
668
$11K ﹤0.01%
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669
$11K ﹤0.01%
500
670
$11K ﹤0.01%
378
671
$11K ﹤0.01%
632
+121
672
$11K ﹤0.01%
217
-359
673
$11K ﹤0.01%
660
-67
674
$11K ﹤0.01%
+500
675
$11K ﹤0.01%
107
25 26
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