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
826
$255K ﹤0.01%
5,953
827
$254K ﹤0.01%
7,529
828
$253K ﹤0.01%
7,891
829
$251K ﹤0.01%
1,417
830
$250K ﹤0.01%
4,479
831
$250K ﹤0.01%
2,757
832
$249K ﹤0.01%
4,638
833
$247K ﹤0.01%
3,042
-3,042
834
$246K ﹤0.01%
1,661
835
$245K ﹤0.01%
2,046
836
$244K ﹤0.01%
984
837
$244K ﹤0.01%
1,614
838
$244K ﹤0.01%
3,552
839
$243K ﹤0.01%
3,910
840
$243K ﹤0.01%
456
841
$241K ﹤0.01%
7,260
842
$240K ﹤0.01%
261
843
$239K ﹤0.01%
11,679
844
$239K ﹤0.01%
6,597
845
$238K ﹤0.01%
3,406
-664
846
$234K ﹤0.01%
1,201
847
$234K ﹤0.01%
4,640
848
$233K ﹤0.01%
2,201
849
$232K ﹤0.01%
3,751
850
$231K ﹤0.01%
7,450
32 33
34
35 36