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
1676
$26K ﹤0.01%
781
1677
$26K ﹤0.01%
388
1678
$25K ﹤0.01%
400
1679
$25K ﹤0.01%
585
1680
$25K ﹤0.01%
908
1681
$25K ﹤0.01%
111
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$25K ﹤0.01%
241
1683
$25K ﹤0.01%
200
1684
$25K ﹤0.01%
579
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$25K ﹤0.01%
1,517
1686
$25K ﹤0.01%
661
1687
$25K ﹤0.01%
517
1688
$25K ﹤0.01%
254
1689
$25K ﹤0.01%
909
1690
$25K ﹤0.01%
1,143
1691
$25K ﹤0.01%
1,098
1692
$25K ﹤0.01%
495
1693
$25K ﹤0.01%
1,096
1694
$25K ﹤0.01%
258
1695
$24K ﹤0.01%
263
1696
$24K ﹤0.01%
1,116
1697
$24K ﹤0.01%
120
1698
$24K ﹤0.01%
750
1699
$24K ﹤0.01%
904
1700
$24K ﹤0.01%
159