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
926
$186K ﹤0.01%
26,811
927
$186K ﹤0.01%
20,926
928
$185K ﹤0.01%
3,631
929
$184K ﹤0.01%
1,256
930
$183K ﹤0.01%
4,324
931
$183K ﹤0.01%
3,019
932
$182K ﹤0.01%
9,790
933
$180K ﹤0.01%
13,204
934
$179K ﹤0.01%
4,602
935
$179K ﹤0.01%
6,398
936
$179K ﹤0.01%
737
937
$179K ﹤0.01%
2,104
938
$177K ﹤0.01%
1,781
939
$177K ﹤0.01%
3,032
940
$176K ﹤0.01%
7,347
941
$175K ﹤0.01%
562
942
$175K ﹤0.01%
10,786
943
$175K ﹤0.01%
4,143
944
$175K ﹤0.01%
1,238
945
$174K ﹤0.01%
2,887
946
$174K ﹤0.01%
8,890
947
$173K ﹤0.01%
4,450
948
$173K ﹤0.01%
1,728
949
$173K ﹤0.01%
5,688
950
$172K ﹤0.01%
4,320
36 37
38
39 40