We are live on ! Find out more
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
1001
– –
-465
1002
– –
-108
1003
– –
-30
1004
– –
-43
1005
$0 ﹤0.01%
17
1006
$0 ﹤0.01%
3
-21
1007
$0 ﹤0.01%
13
-30
1008
$0 ﹤0.01%
2
1009
– –
-3
1010
– –
-6
1011
– –
-1,342
1012
– –
-150
1013
– –
-5
1014
– –
-67
1015
– –
-128
1016
– –
-600
1017
– –
-720
1018
$0 ﹤0.01%
+6
1019
$0 ﹤0.01%
3
1020
– –
-250
1021
– –
-92
1022
$0 ﹤0.01%
4
1023
– –
-134
1024
$0 ﹤0.01%
2
1025
– –
-841
39 40
41
42 43