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
1926
$15K ﹤0.01%
246
1927
$15K ﹤0.01%
160
1928
$15K ﹤0.01%
719
1929
$15K ﹤0.01%
317
1930
$15K ﹤0.01%
273
1931
$15K ﹤0.01%
506
1932
$15K ﹤0.01%
4,000
1933
$15K ﹤0.01%
380
1934
$15K ﹤0.01%
400
1935
$15K ﹤0.01%
864
1936
$15K ﹤0.01%
2,000
1937
$15K ﹤0.01%
332
1938
$15K ﹤0.01%
337
1939
$15K ﹤0.01%
2,394
1940
$15K ﹤0.01%
500
1941
$15K ﹤0.01%
967
1942
$15K ﹤0.01%
90
1943
$15K ﹤0.01%
859
1944
$15K ﹤0.01%
3,504
1945
$15K ﹤0.01%
418
1946
$14K ﹤0.01%
305
1947
$14K ﹤0.01%
346
1948
$14K ﹤0.01%
211
1949
$14K ﹤0.01%
506
1950
$14K ﹤0.01%
840