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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
1101
– –
-5,812
1102
– –
0
1103
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-15
1104
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1105
$0 ﹤0.01%
4
-79
1106
$0 ﹤0.01%
3
-41
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-112
1108
$0 ﹤0.01%
9
1109
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1110
$0 ﹤0.01%
3
1111
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1112
– –
-200
1113
$0 ﹤0.01%
6
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4
1115
$0 ﹤0.01%
6
1116
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1117
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-1,200
1118
– –
-100
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$0 ﹤0.01%
56
1120
$0 ﹤0.01%
+122
1121
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$0 ﹤0.01%
3
1123
$0 ﹤0.01%
6
-54
1124
$0 ﹤0.01%
+10
1125
– –
0
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