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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
1076
– –
-1,013
1077
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-1,750
1078
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-1,568
1079
$0 ﹤0.01%
14
1080
$0 ﹤0.01%
33
1081
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-45
1082
– –
-100
1083
$0 ﹤0.01%
8
1084
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1085
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-3,853
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$0 ﹤0.01%
2
1087
$0 ﹤0.01%
40
1088
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1089
$0 ﹤0.01%
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1090
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4
-8
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– –
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1095
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1096
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$0 ﹤0.01%
4
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-390
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1100
$0 ﹤0.01%
4
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42 43
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45 46