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
2551
$3K ﹤0.01%
21
2552
$3K ﹤0.01%
43
2553
$3K ﹤0.01%
900
2554
$3K ﹤0.01%
90
2555
$3K ﹤0.01%
53
2556
$3K ﹤0.01%
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2557
$3K ﹤0.01%
170
2558
$2K ﹤0.01%
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2559
$2K ﹤0.01%
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2560
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105
2561
$2K ﹤0.01%
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2562
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2563
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2564
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2565
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15
2566
$2K ﹤0.01%
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2567
$2K ﹤0.01%
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2568
$2K ﹤0.01%
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2569
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2570
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2571
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2572
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15
2573
$2K ﹤0.01%
133
2574
$2K ﹤0.01%
60
2575
$2K ﹤0.01%
75
101 102
103
104 105