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 +$28.8K
2 +$13.6K
3 +$6.41K
4
HEXO
HEXO Corp. Common Shares
HEXO
+$6.02K
5
ZVRA icon
Zevra Therapeutics
ZVRA
+$4.68K

Top Sells

1 +$281M
2 +$33.5M
3 +$29.1M
4
NEE icon
NextEra Energy
NEE
+$7.6M
5
IYW icon
iShares US Technology ETF
IYW
+$3.92M

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
1901
$16K ﹤0.01%
1,731
1902
$16K ﹤0.01%
198
1903
$16K ﹤0.01%
489
1904
$16K ﹤0.01%
612
1905
$16K ﹤0.01%
30
1906
$16K ﹤0.01%
334
1907
$16K ﹤0.01%
4,108
1908
$16K ﹤0.01%
529
1909
$15K ﹤0.01%
401
1910
$15K ﹤0.01%
162
1911
$15K ﹤0.01%
194
1912
$15K ﹤0.01%
148
1913
$15K ﹤0.01%
569
1914
$15K ﹤0.01%
1,889
1915
$15K ﹤0.01%
62
1916
$15K ﹤0.01%
658
1917
$15K ﹤0.01%
586
1918
$15K ﹤0.01%
450
1919
$15K ﹤0.01%
325
1920
$15K ﹤0.01%
267
1921
$15K ﹤0.01%
188
1922
$15K ﹤0.01%
663
1923
$15K ﹤0.01%
224
1924
$15K ﹤0.01%
260
1925
$15K ﹤0.01%
470