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
801
$6K ﹤0.01%
221
802
$6K ﹤0.01%
79
+55
803
$6K ﹤0.01%
189
+1
804
$6K ﹤0.01%
108
+100
805
$6K ﹤0.01%
1,500
-1,000
806
$6K ﹤0.01%
530
807
$6K ﹤0.01%
+500
808
$6K ﹤0.01%
+200
809
$6K ﹤0.01%
174
-133,582
810
$6K ﹤0.01%
+230
811
$6K ﹤0.01%
31
-11
812
$6K ﹤0.01%
162
813
$5K ﹤0.01%
76
814
$5K ﹤0.01%
+170
815
$5K ﹤0.01%
154
-13
816
$5K ﹤0.01%
246
817
$5K ﹤0.01%
28
818
$5K ﹤0.01%
+123
819
$5K ﹤0.01%
100
820
$5K ﹤0.01%
+17
821
$5K ﹤0.01%
+80
822
$5K ﹤0.01%
+160
823
$5K ﹤0.01%
96
+71
824
$5K ﹤0.01%
199
-12,686
825
$5K ﹤0.01%
+100
31 32
33
34 35