Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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
851
$4K ﹤0.01%
+180
852
$4K ﹤0.01%
537
+245
853
$4K ﹤0.01%
+230
854
$4K ﹤0.01%
70
+40
855
$4K ﹤0.01%
68
856
$4K ﹤0.01%
86
857
$4K ﹤0.01%
+200
858
$4K ﹤0.01%
100
-471
859
$4K ﹤0.01%
+170
860
$4K ﹤0.01%
+86
861
$4K ﹤0.01%
85
-255
862
$4K ﹤0.01%
27
863
$4K ﹤0.01%
+80
864
$4K ﹤0.01%
+600
865
$4K ﹤0.01%
+300
866
$4K ﹤0.01%
+50
867
$4K ﹤0.01%
+205
868
$3K ﹤0.01%
+38
869
$3K ﹤0.01%
33
870
$3K ﹤0.01%
150
871
$3K ﹤0.01%
+50
872
$3K ﹤0.01%
27
-6
873
$3K ﹤0.01%
+180
874
$3K ﹤0.01%
+204
875
$3K ﹤0.01%
76
+9
33 34
35
36 37