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
276
$5.55M 0.04%
41,317
277
$5.46M 0.04%
65,430
278
$5.44M 0.04%
91,888
279
$5.44M 0.04%
80,742
280
$5.43M 0.04%
57,093
281
$5.34M 0.04%
40,826
282
$5.22M 0.04%
36,328
283
$5.17M 0.04%
114,297
284
$5.15M 0.04%
40,906
285
$4.97M 0.04%
98,005
286
$4.95M 0.04%
177,087
287
$4.91M 0.04%
63,488
288
$4.89M 0.04%
37,789
289
$4.83M 0.04%
77,058
290
$4.82M 0.04%
37,672
291
$4.53M 0.04%
669,575
292
$4.45M 0.04%
53,948
293
$4.43M 0.04%
73,109
294
$4.42M 0.04%
32,118
295
$4.41M 0.04%
124,103
296
$4.28M 0.03%
131,782
297
$4.25M 0.03%
46,331
298
$4.25M 0.03%
103,941
299
$4.24M 0.03%
70,629
300
$4.22M 0.03%
62,112
10 11
12
13 14