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
2201
$8K ﹤0.01%
300
2202
$8K ﹤0.01%
300
2203
$8K ﹤0.01%
32
2204
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28
2205
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7
2206
$8K ﹤0.01%
278
2207
$8K ﹤0.01%
150
2208
$8K ﹤0.01%
400
2209
$8K ﹤0.01%
200
2210
$8K ﹤0.01%
23
2211
$8K ﹤0.01%
700
2212
$8K ﹤0.01%
1,007
2213
$8K ﹤0.01%
2,794
2214
$8K ﹤0.01%
12
2215
$8K ﹤0.01%
797
2216
$8K ﹤0.01%
15
2217
$8K ﹤0.01%
179
2218
$7K ﹤0.01%
1,965
2219
$7K ﹤0.01%
105
2220
$7K ﹤0.01%
500
2221
$7K ﹤0.01%
112
2222
$7K ﹤0.01%
149
2223
$7K ﹤0.01%
400
2224
$7K ﹤0.01%
700
2225
$7K ﹤0.01%
88