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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
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%
+119
852
$4K ﹤0.01%
325
853
$4K ﹤0.01%
+130
854
$4K ﹤0.01%
+70
855
$4K ﹤0.01%
134
856
$4K ﹤0.01%
125
857
$4K ﹤0.01%
85
-255
858
$4K ﹤0.01%
27
859
$4K ﹤0.01%
+80
860
$4K ﹤0.01%
+600
861
$4K ﹤0.01%
+300
862
$4K ﹤0.01%
537
+245
863
$4K ﹤0.01%
+230
864
$4K ﹤0.01%
+200
865
$4K ﹤0.01%
+205
866
$4K ﹤0.01%
34
867
$4K ﹤0.01%
294
868
$3K ﹤0.01%
33
869
$3K ﹤0.01%
27
-6
870
$3K ﹤0.01%
+180
871
$3K ﹤0.01%
+204
872
$3K ﹤0.01%
150
873
$3K ﹤0.01%
76
+9
874
$3K ﹤0.01%
+170
875
$3K ﹤0.01%
+62
33 34
35
36 37