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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
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
3,035
New
Increased
Reduced
Closed

Top Buys

1 +$1.47M
2 +$544K
3 +$314K
4
RBLX icon
Roblox
RBLX
+$107K
5
WCBR
WisdomTree Cybersecurity Fund
WCBR
+$83K

Top Sells

1 +$29.9M
2 +$297K
3 +$96.8K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$60.7K
5
ELP
Companhia Paranaense de Energia (COPEL)
ELP
+$36.7K

Sector Composition

1 Technology 6.48%
2 Healthcare 5.1%
3 Financials 3.68%
4 Industrials 2.75%
5 Consumer Discretionary 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$3K ﹤0.01%
50
2502
$3K ﹤0.01%
29
2503
$3K ﹤0.01%
33
2504
$3K ﹤0.01%
289
2505
$3K ﹤0.01%
325
2506
$3K ﹤0.01%
100
2507
$3K ﹤0.01%
181
2508
$3K ﹤0.01%
85
2509
$3K ﹤0.01%
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2510
$3K ﹤0.01%
114
2511
$3K ﹤0.01%
156
2512
$3K ﹤0.01%
34
2513
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30
2514
$3K ﹤0.01%
179
2515
$3K ﹤0.01%
104
2516
$3K ﹤0.01%
453
2517
$3K ﹤0.01%
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2518
$3K ﹤0.01%
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2519
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2520
$3K ﹤0.01%
300
2521
$3K ﹤0.01%
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2522
$3K ﹤0.01%
74
2523
$3K ﹤0.01%
170
2524
$3K ﹤0.01%
170
2525
$3K ﹤0.01%
322