Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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
+$1.61M
2
+$559K
3
+$284K
4
RBLX icon
Roblox
RBLX
+$139K
5
WCBR icon
WisdomTree Cybersecurity Fund
WCBR
+$88K

Top Sells

1
+$29M
2
+$171K
3
+$135K
4
APH icon
Amphenol
APH
+$102K
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$79K

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
2526
$3K ﹤0.01%
510
2527
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50
2528
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101
2529
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2530
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2531
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2532
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2533
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2534
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2535
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2536
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2537
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2538
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453
2539
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2540
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2541
$3K ﹤0.01%
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2542
$3K ﹤0.01%
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2543
$3K ﹤0.01%
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2544
$3K ﹤0.01%
+4
2545
$3K ﹤0.01%
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2546
$3K ﹤0.01%
170
2547
$3K ﹤0.01%
322
2548
$3K ﹤0.01%
14
2549
$3K ﹤0.01%
181
2550
$3K ﹤0.01%
30
100 101
102
103 104