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
926
$2K ﹤0.01%
328
927
$2K ﹤0.01%
+20
928
– –
0
929
$2K ﹤0.01%
+100
930
$2K ﹤0.01%
+22
931
$2K ﹤0.01%
55
932
$2K ﹤0.01%
32
933
$2K ﹤0.01%
8
-62
934
$2K ﹤0.01%
+60
935
$2K ﹤0.01%
250
936
$2K ﹤0.01%
82
937
$2K ﹤0.01%
404
-712,906
938
$1K ﹤0.01%
7
939
$1K ﹤0.01%
17
-11
940
$1K ﹤0.01%
+20
941
$1K ﹤0.01%
45
942
$1K ﹤0.01%
500
943
$1K ﹤0.01%
+30
944
$1K ﹤0.01%
+86
945
$1K ﹤0.01%
13
946
$1K ﹤0.01%
+40
947
$1K ﹤0.01%
+10
948
$1K ﹤0.01%
26
949
$1K ﹤0.01%
40
950
$1K ﹤0.01%
12
36 37
38
39 40