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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
751
$8K ﹤0.01%
+700
752
$8K ﹤0.01%
294
+120
753
$8K ﹤0.01%
453
-265,473
754
$8K ﹤0.01%
500
755
$8K ﹤0.01%
121
+100
756
$8K ﹤0.01%
149
-20,278
757
$8K ﹤0.01%
+270
758
$8K ﹤0.01%
85
-5,695
759
$8K ﹤0.01%
+100
760
$7K ﹤0.01%
224
761
$7K ﹤0.01%
+320
762
$7K ﹤0.01%
+430
763
$7K ﹤0.01%
124
-16
764
$7K ﹤0.01%
2,315
+98
765
$7K ﹤0.01%
1,404
+1,176
766
$7K ﹤0.01%
280
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767
$7K ﹤0.01%
350
+250
768
$7K ﹤0.01%
+170
769
$7K ﹤0.01%
+190
770
$7K ﹤0.01%
680
-389
771
$7K ﹤0.01%
192
772
$7K ﹤0.01%
264
+62
773
$7K ﹤0.01%
+800
774
$7K ﹤0.01%
593
775
$7K ﹤0.01%
64
+36
29 30
31
32 33