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
826
$5K ﹤0.01%
85
827
$5K ﹤0.01%
+300
828
$5K ﹤0.01%
+140
829
$5K ﹤0.01%
433
+373
830
$5K ﹤0.01%
+1,200
831
$5K ﹤0.01%
89
832
$5K ﹤0.01%
332
833
$5K ﹤0.01%
90
834
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+200
835
$5K ﹤0.01%
500
836
$5K ﹤0.01%
+300
837
$4K ﹤0.01%
+200
838
$4K ﹤0.01%
64
+1
839
$4K ﹤0.01%
+180
840
$4K ﹤0.01%
537
+245
841
$4K ﹤0.01%
+230
842
$4K ﹤0.01%
70
+40
843
$4K ﹤0.01%
68
844
$4K ﹤0.01%
86
845
$4K ﹤0.01%
+200
846
$4K ﹤0.01%
100
-471
847
$4K ﹤0.01%
+170
848
$4K ﹤0.01%
+95
849
$4K ﹤0.01%
+570
850
$4K ﹤0.01%
150
32 33
34
35 36