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
1501
$39K ﹤0.01%
1,545
1502
$38K ﹤0.01%
325
1503
$38K ﹤0.01%
67
1504
$38K ﹤0.01%
904
-452
1505
$38K ﹤0.01%
979
1506
$38K ﹤0.01%
449
1507
$38K ﹤0.01%
633
1508
$38K ﹤0.01%
1,000
1509
$38K ﹤0.01%
1,548
1510
$38K ﹤0.01%
4,408
1511
$38K ﹤0.01%
1,243
1512
$38K ﹤0.01%
360
1513
$38K ﹤0.01%
818
1514
$38K ﹤0.01%
1,493
1515
$38K ﹤0.01%
1,281
1516
$38K ﹤0.01%
284
1517
$38K ﹤0.01%
903
1518
$38K ﹤0.01%
2,000
1519
$38K ﹤0.01%
385
1520
$38K ﹤0.01%
986
1521
$38K ﹤0.01%
917
1522
$38K ﹤0.01%
53
1523
$38K ﹤0.01%
1,857
1524
$37K ﹤0.01%
989
1525
$37K ﹤0.01%
3,620