Carson Wealth (CWM LLC) Portfolio holdings
AUM
$36.9B
1-Year Est. Return
18.53%
This Fund
S&P 500
1 Year Est. Return
+18.53%
AUM
$12.5B
AUM Growth
$0
(0%)
Holding
3,035
Top Buys
| 1 | +$1.47M | |
| 2 | +$544K | |
| 3 | +$314K | |
| 4 |
Roblox
RBLX
|
+$107K |
| 5 |
WisdomTree Cybersecurity Fund
WCBR
|
+$83K |
Top Sells
| 1 | +$29.9M | |
| 2 | +$297K | |
| 3 | +$96.8K | |
| 4 |
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% |