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 +$226K
2 +$16.2K
3 +$11.6K
4
NYC
American Strategic Investment Co
NYC
+$10.6K
5
SCYX icon
SCYNEXIS
SCYX
+$4.5K

Top Sells

1 +$269M
2 +$24.5M
3 +$484K
4
TREX icon
Trex
TREX
+$216K
5
IAC icon
IAC Inc
IAC
+$113K

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
1576
$32K ﹤0.01%
532
1577
$32K ﹤0.01%
275
1578
$32K ﹤0.01%
684
1579
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445
1580
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438
1581
$32K ﹤0.01%
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$32K ﹤0.01%
995
1583
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98
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$32K ﹤0.01%
896
1585
$32K ﹤0.01%
1,780
1586
$32K ﹤0.01%
1,325
1587
$32K ﹤0.01%
354
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$32K ﹤0.01%
477
1589
$32K ﹤0.01%
1,142
1590
$32K ﹤0.01%
1,792
1591
$32K ﹤0.01%
518
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383
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$32K ﹤0.01%
265
1594
$32K ﹤0.01%
147
1595
$31K ﹤0.01%
287
1596
$31K ﹤0.01%
836
1597
$31K ﹤0.01%
1,079
1598
$31K ﹤0.01%
629
1599
$31K ﹤0.01%
608
1600
$31K ﹤0.01%
1,729