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
751
$8K ﹤0.01%
+100
752
$8K ﹤0.01%
300
753
$8K ﹤0.01%
130
754
$8K ﹤0.01%
85
-5,695
755
$8K ﹤0.01%
+100
756
$8K ﹤0.01%
+700
757
$8K ﹤0.01%
294
+120
758
$8K ﹤0.01%
453
-265,473
759
$8K ﹤0.01%
500
760
$7K ﹤0.01%
224
761
$7K ﹤0.01%
350
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$7K ﹤0.01%
+170
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+320
764
$7K ﹤0.01%
+430
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$7K ﹤0.01%
124
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766
$7K ﹤0.01%
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$7K ﹤0.01%
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$7K ﹤0.01%
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$7K ﹤0.01%
264
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771
$7K ﹤0.01%
593
772
$7K ﹤0.01%
64
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$7K ﹤0.01%
+430
774
$7K ﹤0.01%
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775
$7K ﹤0.01%
500
29 30
31
32 33