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
$12.5B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,010
New
Increased
Reduced
Closed

Top Buys

1
+$226K
2
+$16.2K
3
+$11.6K
4
NYC
American Strategic Investment Co
NYC
+$10.6K
5
SCYX icon
SCYNEXIS
SCYX
+$4.5K

Top Sells

1
+$269M
2
+$24.5M
3
+$484K
4
TREX icon
Trex
TREX
+$216K
5
IAC icon
IAC Inc
IAC
+$113K

Sector Composition

1 Technology 6.48%
2 Healthcare 5.1%
3 Financials 3.69%
4 Industrials 2.75%
5 Consumer Discretionary 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2626
$2K ﹤0.01%
74
2627
$2K ﹤0.01%
64
2628
$2K ﹤0.01%
40
2629
$2K ﹤0.01%
105
2630
$2K ﹤0.01%
67
2631
$2K ﹤0.01%
17
2632
$2K ﹤0.01%
58
2633
$2K ﹤0.01%
78
2634
$2K ﹤0.01%
106
2635
$2K ﹤0.01%
450
2636
$2K ﹤0.01%
232
2637
$2K ﹤0.01%
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2638
$2K ﹤0.01%
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2639
$2K ﹤0.01%
32
2640
$2K ﹤0.01%
28
2641
$2K ﹤0.01%
172
2642
$2K ﹤0.01%
49
2643
$2K ﹤0.01%
221
2644
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2645
$2K ﹤0.01%
101
2646
$2K ﹤0.01%
79
2647
$2K ﹤0.01%
284
2648
$2K ﹤0.01%
7
2649
$2K ﹤0.01%
21
2650
$2K ﹤0.01%
175
104 105
106
107 108