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
2776
$1K ﹤0.01%
36
2777
$1K ﹤0.01%
55
2778
$1K ﹤0.01%
70
2779
$1K ﹤0.01%
18
2780
$1K ﹤0.01%
48
2781
$1K ﹤0.01%
30
2782
$1K ﹤0.01%
9
2783
$1K ﹤0.01%
4
2784
$1K ﹤0.01%
82
2785
$1K ﹤0.01%
42
2786
$1K ﹤0.01%
22
2787
$1K ﹤0.01%
50
2788
$1K ﹤0.01%
45
2789
$1K ﹤0.01%
4
2790
$1K ﹤0.01%
16
2791
$1K ﹤0.01%
11
2792
$1K ﹤0.01%
77
2793
$1K ﹤0.01%
49
2794
$1K ﹤0.01%
5
2795
$1K ﹤0.01%
22
2796
$1K ﹤0.01%
59
2797
$1K ﹤0.01%
21
2798
$1K ﹤0.01%
30
2799
$1K ﹤0.01%
10
2800
$1K ﹤0.01%
19