Carson Wealth (CWM LLC) Portfolio holdings
AUM $28.4B
1-Year Return
14.63%
This Quarter Return
+4.18%
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
-$29.6M
Cap. Flow
% of AUM
-0.24%
Top 10 Holdings %
Top 10 Hldgs %
33.43%
Holding
3,010
New
–
Increased
2
Reduced
10
Closed
–
Top Buys
| 1 |
Moleculin Biotech
MBRX
|
+$818 |
| 2 |
SL Green Realty
SLG
|
+$162 |
Top Sells
| 1 |
Varonis Systems
VRNS
|
+$29M |
| 2 |
Copel
ELP
|
+$171K |
| 3 |
New Oriental
EDU
|
+$135K |
| 4 |
Amphenol
APH
|
+$102K |
| 5 |
ProShares UltraPro QQQ
TQQQ
|
+$79K |
Sector Composition
| 1 | Technology | 6.48% |
| 2 | Healthcare | 5.1% |
| 3 | Financials | 3.69% |
| 4 | Industrials | 2.75% |
| 5 | Consumer Discretionary | 2.56% |
