Carson Wealth (CWM LLC) Portfolio holdings
AUM $28.4B
1-Year Return
14.63%
This Quarter Return
-15.37%
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
-$8.62M
Cap. Flow
% of AUM
-0.07%
Top 10 Holdings %
Top 10 Hldgs %
33.43%
Holding
3,010
New
–
Increased
3
Reduced
5
Closed
–
Top Buys
| 1 |
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
+$8.27K |
| 2 |
Ovintiv
OVV
|
+$8.01K |
| 3 |
InfraCap MLP ETF
AMZA
|
+$5.41K |
Top Sells
| 1 |
Telus
TU
|
+$8.61M |
| 2 |
Old Dominion Freight Line
ODFL
|
+$11K |
| 3 |
Brookfield Infrastructure Partners
BIP
|
+$6.83K |
| 4 |
BBBY
Bed Bath & Beyond, Inc.
BBBY
|
+$2.34K |
| 5 |
Forte Biosciences
FBRX
|
+$2K |
Sector Composition
| 1 | Technology | 6.48% |
| 2 | Healthcare | 5.1% |
| 3 | Financials | 3.69% |
| 4 | Industrials | 2.75% |
| 5 | Consumer Discretionary | 2.56% |
