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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
926
$2K ﹤0.01%
+100
927
$2K ﹤0.01%
76
928
$2K ﹤0.01%
+95
929
$2K ﹤0.01%
+150
930
$2K ﹤0.01%
600
931
$2K ﹤0.01%
+20
932
$2K ﹤0.01%
8
-62
933
$2K ﹤0.01%
+60
934
$2K ﹤0.01%
250
935
$2K ﹤0.01%
82
936
$2K ﹤0.01%
404
-712,906
937
$2K ﹤0.01%
32
938
$1K ﹤0.01%
45
939
$1K ﹤0.01%
500
940
$1K ﹤0.01%
+30
941
$1K ﹤0.01%
+86
942
$1K ﹤0.01%
13
943
$1K ﹤0.01%
+40
944
$1K ﹤0.01%
+10
945
$1K ﹤0.01%
26
946
$1K ﹤0.01%
+100
947
$1K ﹤0.01%
3
948
$1K ﹤0.01%
36
-8
949
$1K ﹤0.01%
5
-2
950
– –
0
36 37
38
39 40