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
126
$21.5M 0.17%
88,863
127
$21.1M 0.17%
259,736
128
$20.9M 0.17%
57,151
129
$20.6M 0.16%
219,724
130
$20.6M 0.16%
52,271
131
$20.5M 0.16%
81,499
132
$20.2M 0.16%
334,531
133
$20.1M 0.16%
250,924
134
$20.1M 0.16%
244,985
135
$19.7M 0.16%
412,683
136
$19.6M 0.16%
323,531
137
$19.5M 0.16%
315,510
138
$19.5M 0.16%
530,034
139
$19.1M 0.15%
819,930
140
$18.9M 0.15%
300,245
141
$18.6M 0.15%
355,428
142
$18.5M 0.15%
388,003
143
$18.3M 0.15%
319,092
144
$18.1M 0.14%
146,192
145
$18.1M 0.14%
856,262
146
$18M 0.14%
126,740
147
$17.8M 0.14%
33,699
148
$17.6M 0.14%
110,535
149
$17.6M 0.14%
317,288
150
$17.4M 0.14%
50,129
4 5
6
7 8