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
301
$4.21M 0.03%
36,455
302
$4.19M 0.03%
10
303
$4.15M 0.03%
13,327
304
$4.14M 0.03%
198,840
305
$4.11M 0.03%
64,186
306
$4.1M 0.03%
45,347
307
$4.06M 0.03%
21,095
308
$4.02M 0.03%
63,410
309
$4M 0.03%
86,415
310
$3.97M 0.03%
53,879
311
$3.96M 0.03%
44,066
312
$3.95M 0.03%
17,409
313
$3.95M 0.03%
124,520
314
$3.94M 0.03%
56,902
315
$3.93M 0.03%
75,161
316
$3.92M 0.03%
45,105
317
$3.89M 0.03%
68,195
318
$3.86M 0.03%
8,414
319
$3.86M 0.03%
159,282
320
$3.79M 0.03%
63,229
321
$3.76M 0.03%
221,183
322
$3.76M 0.03%
35,145
323
$3.74M 0.03%
19,864
324
$3.71M 0.03%
103,466
325
$3.65M 0.03%
317,598
11 12
13
14 15