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
901
$202K ﹤0.01%
7,694
902
$201K ﹤0.01%
1,640
903
$201K ﹤0.01%
3,038
904
$201K ﹤0.01%
6,298
905
$201K ﹤0.01%
1,327
906
$200K ﹤0.01%
2,576
907
$199K ﹤0.01%
3,235
908
$199K ﹤0.01%
3,376
909
$198K ﹤0.01%
1,799
910
$198K ﹤0.01%
2,802
911
$197K ﹤0.01%
2,367
912
$197K ﹤0.01%
6,699
913
$197K ﹤0.01%
13,465
914
$195K ﹤0.01%
2,232
915
$194K ﹤0.01%
1,568
916
$192K ﹤0.01%
668
917
$192K ﹤0.01%
4,034
918
$192K ﹤0.01%
2,668
919
$191K ﹤0.01%
6,850
920
$190K ﹤0.01%
87
921
$189K ﹤0.01%
866
922
$188K ﹤0.01%
1,672
923
$187K ﹤0.01%
4,589
924
$186K ﹤0.01%
20,926
925
$186K ﹤0.01%
26,811
35 36
37
38 39