Carson Wealth (CWM LLC) Portfolio holdings
AUM $28.4B
1-Year Return
14.63%
This Quarter Return
+6.21%
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
-$295M
Cap. Flow
% of AUM
-2.35%
Top 10 Holdings %
Top 10 Hldgs %
33.43%
Holding
3,010
New
2
Increased
9
Reduced
13
Closed
–
Top Buys
| 1 |
WLL
Whiting Petroleum Corporation
WLL
|
+$226K |
| 2 |
Northern Oil and Gas
NOG
|
+$16.2K |
| 3 |
Actinium Pharmaceuticals
ATNM
|
+$11.6K |
| 4 |
NYC
American Strategic Investment Co
NYC
|
+$10.6K |
| 5 |
SCYNEXIS
SCYX
|
+$4.5K |
Top Sells
| 1 |
Apple
AAPL
|
+$269M |
| 2 |
Tesla
TSLA
|
+$24.5M |
| 3 |
Principal Spectrum Preferred Securities Active ETF
PREF
|
+$484K |
| 4 |
Trex
TREX
|
+$216K |
| 5 |
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% |
