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
1101
$109K ﹤0.01%
2,149
1102
$109K ﹤0.01%
561
1103
$109K ﹤0.01%
229
1104
$109K ﹤0.01%
73
1105
$108K ﹤0.01%
4,152
1106
$108K ﹤0.01%
768
1107
$108K ﹤0.01%
2,356
1108
$108K ﹤0.01%
5,160
1109
$107K ﹤0.01%
1,743
1110
$107K ﹤0.01%
3,902
1111
$107K ﹤0.01%
1,207
1112
$106K ﹤0.01%
1,286
1113
$106K ﹤0.01%
344
1114
$106K ﹤0.01%
3,852
1115
$106K ﹤0.01%
5,225
1116
$105K ﹤0.01%
1,641
1117
$104K ﹤0.01%
1,302
1118
$104K ﹤0.01%
7,592
1119
$104K ﹤0.01%
877
1120
$103K ﹤0.01%
2,180
1121
$103K ﹤0.01%
1,104
1122
$103K ﹤0.01%
3,400
1123
$103K ﹤0.01%
1,764
1124
$103K ﹤0.01%
3,375
1125
$103K ﹤0.01%
1,617