Carson Wealth (CWM LLC) Portfolio holdings
AUM $28.4B
1-Year Return
14.63%
This Quarter Return
+6.27%
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
-$35.1M
Cap. Flow
% of AUM
-0.28%
Top 10 Holdings %
Top 10 Hldgs %
33.43%
Holding
3,010
New
2
Increased
2
Reduced
6
Closed
–
Top Buys
| 1 |
NNDM
Nano Dimension
NNDM
|
+$6.3K |
| 2 |
Cenntro
CENN
|
+$2K |
Top Sells
| 1 |
abrdn Physical Gold Shares ETF
SGOL
|
+$33.8M |
| 2 |
NUAN
Nuance Communications, Inc.
NUAN
|
+$1.14M |
| 3 |
Commerce Bancshares
CBSH
|
+$46.5K |
| 4 |
Equity Lifestyle Properties
ELS
|
+$28K |
| 5 |
First Guaranty Bancshares
FGBI
|
+$21.2K |
Sector Composition
| 1 | Technology | 6.48% |
| 2 | Healthcare | 5.1% |
| 3 | Financials | 3.69% |
| 4 | Industrials | 2.75% |
| 5 | Consumer Discretionary | 2.56% |
