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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
2626
$2K ﹤0.01%
3
2627
$2K ﹤0.01%
31
2628
$2K ﹤0.01%
50
2629
$2K ﹤0.01%
57
2630
$2K ﹤0.01%
8
2631
$2K ﹤0.01%
1,207
2632
$2K ﹤0.01%
30
2633
$2K ﹤0.01%
41
2634
$2K ﹤0.01%
55
2635
$2K ﹤0.01%
50
2636
$2K ﹤0.01%
7
2637
$2K ﹤0.01%
63
2638
$2K ﹤0.01%
100
2639
$2K ﹤0.01%
438
2640
$2K ﹤0.01%
384
2641
$2K ﹤0.01%
32
2642
$2K ﹤0.01%
78
2643
$2K ﹤0.01%
188
2644
$2K ﹤0.01%
86
2645
$2K ﹤0.01%
31
2646
$2K ﹤0.01%
500
2647
$2K ﹤0.01%
30
2648
$2K ﹤0.01%
63
2649
$2K ﹤0.01%
128
2650
$2K ﹤0.01%
71
104 105
106
107 108