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
776
$7K ﹤0.01%
115
+15
777
$7K ﹤0.01%
257
+51
778
$7K ﹤0.01%
+380
779
$7K ﹤0.01%
+47
780
$7K ﹤0.01%
+500
781
$7K ﹤0.01%
+300
782
$7K ﹤0.01%
+190
783
$7K ﹤0.01%
2,315
+98
784
$7K ﹤0.01%
1,404
+1,176
785
$7K ﹤0.01%
280
-542
786
$6K ﹤0.01%
116
787
$6K ﹤0.01%
100
788
$6K ﹤0.01%
+80
789
$6K ﹤0.01%
1,000
790
$6K ﹤0.01%
+90
791
$6K ﹤0.01%
417
792
$6K ﹤0.01%
+110
793
$6K ﹤0.01%
265
794
$6K ﹤0.01%
108
+100
795
$6K ﹤0.01%
+130
796
$6K ﹤0.01%
333
797
$6K ﹤0.01%
+200
798
$6K ﹤0.01%
+530
799
$6K ﹤0.01%
200
800
$6K ﹤0.01%
+300
30 31
32
33 34