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
1726
$23K ﹤0.01%
253
1727
$23K ﹤0.01%
176
1728
$23K ﹤0.01%
589
1729
$23K ﹤0.01%
249
1730
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650
-196
1731
$23K ﹤0.01%
851
1732
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73
1733
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758
1734
$23K ﹤0.01%
1,000
1735
$23K ﹤0.01%
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1736
$23K ﹤0.01%
1,000
1737
$23K ﹤0.01%
601
1738
$22K ﹤0.01%
433
1739
$22K ﹤0.01%
350
1740
$22K ﹤0.01%
300
1741
$22K ﹤0.01%
872
1742
$22K ﹤0.01%
524
1743
$22K ﹤0.01%
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1744
$22K ﹤0.01%
814
1745
$22K ﹤0.01%
105
1746
$22K ﹤0.01%
332
1747
$22K ﹤0.01%
1,934
1748
$22K ﹤0.01%
23
1749
$22K ﹤0.01%
265
1750
$22K ﹤0.01%
172