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
1801
$20K ﹤0.01%
364
1802
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386
1803
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622
1804
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696
1805
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350
1806
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855
1807
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1808
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358
1809
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8,410
1810
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1811
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300
1812
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683
1813
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579
1814
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1,000
1815
$19K ﹤0.01%
100
1816
$19K ﹤0.01%
499
1817
$19K ﹤0.01%
380
1818
$19K ﹤0.01%
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1819
$19K ﹤0.01%
1,103
1820
$19K ﹤0.01%
350
1821
$19K ﹤0.01%
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1822
$19K ﹤0.01%
700
1823
$18K ﹤0.01%
469
1824
$18K ﹤0.01%
208
1825
$18K ﹤0.01%
294