Carson Wealth (CWM LLC) Portfolio holdings
AUM $28.4B
1-Year Return
14.63%
This Quarter Return
+3.23%
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
-$8.36M
Cap. Flow
% of AUM
-0.07%
Top 10 Holdings %
Top 10 Hldgs %
33.43%
Holding
3,010
New
–
Increased
8
Reduced
10
Closed
–
Top Buys
| 1 |
DuPont de Nemours
DD
|
+$213K |
| 2 |
Novavax
NVAX
|
+$127K |
| 3 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$31.4K |
| 4 |
Marathon Digital Holdings
MARA
|
+$30.8K |
| 5 |
FuelCell Energy
FCEL
|
+$11K |
Top Sells
| 1 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$6.04M |
| 2 |
First Financial Bankshares
FFIN
|
+$1.54M |
| 3 |
Novartis
NVS
|
+$937K |
| 4 |
Fastenal
FAST
|
+$142K |
| 5 |
VF Corp
VFC
|
+$33.8K |
Sector Composition
| 1 | Technology | 6.48% |
| 2 | Healthcare | 5.1% |
| 3 | Financials | 3.69% |
| 4 | Industrials | 2.75% |
| 5 | Consumer Discretionary | 2.56% |
