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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
901
$3K ﹤0.01%
76
-62
902
$3K ﹤0.01%
25
903
$3K ﹤0.01%
+80
904
$2K ﹤0.01%
+20
905
$2K ﹤0.01%
+40
906
$2K ﹤0.01%
146
907
$2K ﹤0.01%
42
908
$2K ﹤0.01%
122
+69
909
$2K ﹤0.01%
+30
910
$2K ﹤0.01%
71
911
$2K ﹤0.01%
+17
912
$2K ﹤0.01%
192
913
$2K ﹤0.01%
+500
914
$2K ﹤0.01%
+62
915
$2K ﹤0.01%
104
916
$2K ﹤0.01%
50
917
$2K ﹤0.01%
26
918
$2K ﹤0.01%
80
919
$2K ﹤0.01%
+301
920
$2K ﹤0.01%
328
921
– –
0
922
$2K ﹤0.01%
+100
923
$2K ﹤0.01%
+22
924
$2K ﹤0.01%
55
925
$2K ﹤0.01%
31
35 36
37
38 39