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
1326
$59K ﹤0.01%
706
1327
$59K ﹤0.01%
286
1328
$58K ﹤0.01%
602
1329
$58K ﹤0.01%
124
1330
$58K ﹤0.01%
904
1331
$58K ﹤0.01%
5,489
1332
$58K ﹤0.01%
3,192
1333
$57K ﹤0.01%
5,635
1334
$57K ﹤0.01%
1,535
1335
$57K ﹤0.01%
1,251
1336
$57K ﹤0.01%
1,269
1337
$57K ﹤0.01%
3,881
1338
$57K ﹤0.01%
649
1339
$57K ﹤0.01%
341
1340
$57K ﹤0.01%
2,285
1341
$57K ﹤0.01%
157
1342
$57K ﹤0.01%
126
1343
$57K ﹤0.01%
625
1344
$57K ﹤0.01%
752
1345
$57K ﹤0.01%
3,724
1346
$56K ﹤0.01%
3,323
1347
$56K ﹤0.01%
614
1348
$56K ﹤0.01%
152
1349
$56K ﹤0.01%
934
1350
$56K ﹤0.01%
2,095