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
1376
$53K ﹤0.01%
252
1377
$53K ﹤0.01%
2,553
1378
$53K ﹤0.01%
758
1379
$53K ﹤0.01%
2,262
1380
$53K ﹤0.01%
1,804
1381
$53K ﹤0.01%
1,804
1382
$52K ﹤0.01%
6,300
1383
$52K ﹤0.01%
1,991
1384
$52K ﹤0.01%
1,166
1385
$52K ﹤0.01%
298
1386
$52K ﹤0.01%
1,250
1387
$52K ﹤0.01%
390
1388
$51K ﹤0.01%
908
1389
$51K ﹤0.01%
790
1390
$51K ﹤0.01%
2,741
1391
$51K ﹤0.01%
711
1392
$50K ﹤0.01%
3,983
1393
$50K ﹤0.01%
580
1394
$50K ﹤0.01%
4,742
1395
$50K ﹤0.01%
2,791
1396
$50K ﹤0.01%
805
1397
$50K ﹤0.01%
527
1398
$50K ﹤0.01%
1,900
1399
$50K ﹤0.01%
2,962
1400
$50K ﹤0.01%
5,350
54 55
56
57 58