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
726
$9K ﹤0.01%
+60
727
$9K ﹤0.01%
+330
728
$9K ﹤0.01%
+290
729
$9K ﹤0.01%
+200
730
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+290
731
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+150
732
$8K ﹤0.01%
160
733
$8K ﹤0.01%
501
734
$8K ﹤0.01%
+87
735
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63
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736
$8K ﹤0.01%
+114
737
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121
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738
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+500
739
$8K ﹤0.01%
251
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$8K ﹤0.01%
1,668
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741
$8K ﹤0.01%
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742
$8K ﹤0.01%
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$8K ﹤0.01%
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744
$8K ﹤0.01%
100
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$8K ﹤0.01%
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746
$8K ﹤0.01%
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$8K ﹤0.01%
+315
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$8K ﹤0.01%
260
749
$8K ﹤0.01%
210
+100
750
$8K ﹤0.01%
+270