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
951
$172K ﹤0.01%
2,286
952
$172K ﹤0.01%
11,352
953
$171K ﹤0.01%
1,322
954
$171K ﹤0.01%
4,530
955
$171K ﹤0.01%
5,192
956
$170K ﹤0.01%
1,038
957
$169K ﹤0.01%
6,475
958
$169K ﹤0.01%
3,321
959
$167K ﹤0.01%
1,272
960
$167K ﹤0.01%
1,428
961
$167K ﹤0.01%
9,588
962
$166K ﹤0.01%
6,205
963
$166K ﹤0.01%
849
964
$166K ﹤0.01%
1,543
965
$165K ﹤0.01%
4,800
966
$164K ﹤0.01%
2,828
967
$164K ﹤0.01%
1,456
968
$162K ﹤0.01%
3,500
969
$162K ﹤0.01%
866
970
$161K ﹤0.01%
664
971
$161K ﹤0.01%
5,327
972
$161K ﹤0.01%
5,726
973
$160K ﹤0.01%
1,018
974
$160K ﹤0.01%
3,679
975
$160K ﹤0.01%
11,181
37 38
39
40 41