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
1551
$35K ﹤0.01%
344
1552
$35K ﹤0.01%
955
1553
$35K ﹤0.01%
555
1554
$35K ﹤0.01%
193
1555
$34K ﹤0.01%
250
1556
$34K ﹤0.01%
906
1557
$34K ﹤0.01%
282
1558
$34K ﹤0.01%
1,566
1559
$34K ﹤0.01%
2,030
1560
$34K ﹤0.01%
196
1561
$34K ﹤0.01%
90
1562
$34K ﹤0.01%
138
1563
$33K ﹤0.01%
433
1564
$33K ﹤0.01%
334
1565
$33K ﹤0.01%
946
1566
$33K ﹤0.01%
363
1567
$33K ﹤0.01%
1,969
1568
$33K ﹤0.01%
637
1569
$33K ﹤0.01%
492
1570
$33K ﹤0.01%
786
1571
$33K ﹤0.01%
134
1572
$33K ﹤0.01%
457
1573
$33K ﹤0.01%
582
1574
$33K ﹤0.01%
1,000
1575
$32K ﹤0.01%
2,803