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
751
$344K ﹤0.01%
1,713
752
$343K ﹤0.01%
3,350
753
$342K ﹤0.01%
3,643
754
$341K ﹤0.01%
1,783
755
$340K ﹤0.01%
10,519
756
$340K ﹤0.01%
6,384
757
$338K ﹤0.01%
7,542
758
$337K ﹤0.01%
1,761
759
$336K ﹤0.01%
2,438
760
$335K ﹤0.01%
5,460
761
$334K ﹤0.01%
2,162
762
$334K ﹤0.01%
1,156
763
$333K ﹤0.01%
13,815
764
$333K ﹤0.01%
2,443
765
$331K ﹤0.01%
5,094
766
$330K ﹤0.01%
7,446
767
$330K ﹤0.01%
1,722
768
$325K ﹤0.01%
613
769
$324K ﹤0.01%
16,530
770
$319K ﹤0.01%
1,141
771
$319K ﹤0.01%
8,080
772
$319K ﹤0.01%
8,267
773
$315K ﹤0.01%
6,584
774
$313K ﹤0.01%
6,291
775
$310K ﹤0.01%
2,935
29 30
31
32 33