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
701
$10K ﹤0.01%
+142
702
$10K ﹤0.01%
159
-78
703
$10K ﹤0.01%
100
704
$10K ﹤0.01%
249
705
$10K ﹤0.01%
1,200
+1,000
706
$10K ﹤0.01%
+290
707
$9K ﹤0.01%
+200
708
$9K ﹤0.01%
528
709
$9K ﹤0.01%
+270
710
$9K ﹤0.01%
+6
711
$9K ﹤0.01%
1,050
712
$9K ﹤0.01%
106
+100
713
$9K ﹤0.01%
360
+137
714
$9K ﹤0.01%
525
-100
715
$9K ﹤0.01%
464
716
$9K ﹤0.01%
856
717
$9K ﹤0.01%
+140
718
$9K ﹤0.01%
+550
719
$9K ﹤0.01%
164
+40
720
$9K ﹤0.01%
+468
721
$9K ﹤0.01%
100
722
$9K ﹤0.01%
+200
723
$9K ﹤0.01%
142
-8,632
724
$9K ﹤0.01%
+308
725
$9K ﹤0.01%
1,081
27 28
29
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