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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
2551
$3K ﹤0.01%
50
2552
$3K ﹤0.01%
101
2553
$3K ﹤0.01%
96
2554
$3K ﹤0.01%
101
2555
$3K ﹤0.01%
160
2556
$3K ﹤0.01%
135
2557
$3K ﹤0.01%
197
2558
$2K ﹤0.01%
35
2559
$2K ﹤0.01%
21
2560
$2K ﹤0.01%
312
2561
$2K ﹤0.01%
88
2562
$2K ﹤0.01%
124
2563
$2K ﹤0.01%
49
2564
$2K ﹤0.01%
15
2565
$2K ﹤0.01%
50
2566
$2K ﹤0.01%
65
2567
$2K ﹤0.01%
43
2568
$2K ﹤0.01%
117
2569
$2K ﹤0.01%
+38
2570
$2K ﹤0.01%
182
2571
– –
0
2572
$2K ﹤0.01%
41
2573
$2K ﹤0.01%
65
2574
$2K ﹤0.01%
16
2575
$2K ﹤0.01%
80
101 102
103
104 105