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
901
$3K ﹤0.01%
72
902
$3K ﹤0.01%
100
903
$3K ﹤0.01%
500
904
$2K ﹤0.01%
+20
905
$2K ﹤0.01%
31
906
$2K ﹤0.01%
+40
907
$2K ﹤0.01%
146
908
$2K ﹤0.01%
42
909
$2K ﹤0.01%
122
+69
910
$2K ﹤0.01%
+30
911
$2K ﹤0.01%
71
912
$2K ﹤0.01%
+17
913
$2K ﹤0.01%
192
914
$2K ﹤0.01%
+500
915
$2K ﹤0.01%
+62
916
$2K ﹤0.01%
104
917
$2K ﹤0.01%
50
918
$2K ﹤0.01%
26
919
$2K ﹤0.01%
80
920
$2K ﹤0.01%
+100
921
$2K ﹤0.01%
76
922
$2K ﹤0.01%
+95
923
$2K ﹤0.01%
+150
924
$2K ﹤0.01%
600
925
$2K ﹤0.01%
+301
35 36
37
38 39