Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Alger 35 ETF ATFV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ATFV Stock Details ATFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$20K Buy
662
+96
+17% +$2.9K ﹤0.01% 3892
2025
Q1 		$12K Buy
+566
New +$12K ﹤0.01% 3979