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
1951
$14K ﹤0.01%
840
1952
$14K ﹤0.01%
1,292
1953
$14K ﹤0.01%
394
1954
$14K ﹤0.01%
164
1955
$14K ﹤0.01%
793
1956
$14K ﹤0.01%
1,722
1957
$14K ﹤0.01%
302
1958
$14K ﹤0.01%
193
1959
$14K ﹤0.01%
127
1960
$14K ﹤0.01%
160
1961
$14K ﹤0.01%
1,031
1962
$14K ﹤0.01%
54
1963
$14K ﹤0.01%
1,000
1964
$14K ﹤0.01%
1,463
1965
$14K ﹤0.01%
1,470
1966
$14K ﹤0.01%
1,064
1967
$13K ﹤0.01%
270
1968
$13K ﹤0.01%
126
1969
$13K ﹤0.01%
1,233
1970
$13K ﹤0.01%
1,417
1971
$13K ﹤0.01%
491
1972
$13K ﹤0.01%
579
1973
$13K ﹤0.01%
109
1974
$13K ﹤0.01%
229
1975
$13K ﹤0.01%
733