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 +$28.8K
2 +$13.6K
3 +$6.41K
4
HEXO
HEXO Corp. Common Shares
HEXO
+$6.02K
5
ZVRA icon
Zevra Therapeutics
ZVRA
+$4.68K

Top Sells

1 +$281M
2 +$33.5M
3 +$29.1M
4
NEE icon
NextEra Energy
NEE
+$7.6M
5
IYW icon
iShares US Technology ETF
IYW
+$3.92M

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
2801
$1K ﹤0.01%
29
2802
$1K ﹤0.01%
8
2803
$1K ﹤0.01%
15
2804
$1K ﹤0.01%
28
2805
$1K ﹤0.01%
27
2806
$1K ﹤0.01%
30
2807
$1K ﹤0.01%
75
2808
$1K ﹤0.01%
14
2809
$1K ﹤0.01%
74
2810
$1K ﹤0.01%
43
2811
0
2812
$1K ﹤0.01%
50
2813
$1K ﹤0.01%
13
2814
$1K ﹤0.01%
16
2815
$1K ﹤0.01%
33
2816
$1K ﹤0.01%
52
2817
$1K ﹤0.01%
20
2818
$1K ﹤0.01%
26
2819
$1K ﹤0.01%
50
2820
$1K ﹤0.01%
5
2821
$1K ﹤0.01%
33
2822
$1K ﹤0.01%
10
2823
$1K ﹤0.01%
41
2824
$1K ﹤0.01%
14
2825
$1K ﹤0.01%
62