Carson Wealth (CWM LLC) Portfolio holdings
AUM $28.4B
1-Year Return
14.63%
This Quarter Return
+11.42%
1 Year Return
+14.63%
3 Year Return
+48.89%
5 Year Return
–
10 Year Return
–
AUM
$12.5B
AUM Growth
+$0
(0%)
Cap. Flow
-$373M
Cap. Flow
% of AUM
-2.98%
Top 10 Holdings %
Top 10 Hldgs %
33.43%
Holding
3,010
New
–
Increased
6
Reduced
34
Closed
–
Top Buys
| 1 |
VER
VEREIT, Inc.
VER
|
+$28.8K |
| 2 |
KDNY
Chinook Therapeutics, Inc. Common Stock
KDNY
|
+$13.6K |
| 3 |
Civeo
CVEO
|
+$6.41K |
| 4 |
HEXO
HEXO Corp. Common Shares
HEXO
|
+$6.02K |
| 5 |
Zevra Therapeutics
ZVRA
|
+$4.68K |
Top Sells
| 1 |
iShares S&P 500 Growth ETF
IVW
|
+$281M |
| 2 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$33.5M |
| 3 |
iShares MSCI KLD 400 Social ETF
DSI
|
+$29.1M |
| 4 |
NextEra Energy, Inc.
NEE
|
+$7.6M |
| 5 |
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% |
