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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
726
$9K ﹤0.01%
+330
727
$9K ﹤0.01%
+290
728
$9K ﹤0.01%
+200
729
$9K ﹤0.01%
+290
730
$9K ﹤0.01%
+150
731
$9K ﹤0.01%
+200
732
$8K ﹤0.01%
160
733
$8K ﹤0.01%
501
734
$8K ﹤0.01%
+87
735
$8K ﹤0.01%
63
+19
736
$8K ﹤0.01%
+114
737
$8K ﹤0.01%
+500
738
$8K ﹤0.01%
251
739
$8K ﹤0.01%
1,668
+868
740
$8K ﹤0.01%
1,000
741
$8K ﹤0.01%
290
742
$8K ﹤0.01%
100
743
$8K ﹤0.01%
+160
744
$8K ﹤0.01%
+70
745
$8K ﹤0.01%
+331
746
$8K ﹤0.01%
260
747
$8K ﹤0.01%
210
+100
748
$8K ﹤0.01%
+100
749
$8K ﹤0.01%
300
750
$8K ﹤0.01%
130