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
676
$499K ﹤0.01%
9,150
677
$496K ﹤0.01%
12,127
678
$491K ﹤0.01%
5,048
679
$489K ﹤0.01%
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680
$488K ﹤0.01%
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681
$487K ﹤0.01%
9,826
682
$486K ﹤0.01%
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683
$484K ﹤0.01%
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684
$483K ﹤0.01%
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685
$482K ﹤0.01%
7,610
686
$472K ﹤0.01%
11,525
687
$472K ﹤0.01%
13,111
688
$468K ﹤0.01%
5,444
689
$468K ﹤0.01%
10,168
690
$461K ﹤0.01%
6,100
691
$461K ﹤0.01%
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$459K ﹤0.01%
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693
$459K ﹤0.01%
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$454K ﹤0.01%
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696
$454K ﹤0.01%
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697
$450K ﹤0.01%
5,800
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698
$443K ﹤0.01%
7,987
699
$441K ﹤0.01%
4,994
-4,994
700
$435K ﹤0.01%
20,331
26 27
28
29 30