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
3,035
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$544K
3
+$314K
4
RBLX icon
Roblox
RBLX
+$107K
5
WCBR icon
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%
65
2627
$2K ﹤0.01%
16
2628
$2K ﹤0.01%
80
2629
$2K ﹤0.01%
500
2630
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30
2631
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63
2632
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128
2633
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2634
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259
2635
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60
2636
$2K ﹤0.01%
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2637
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2638
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2639
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2640
$2K ﹤0.01%
3
2641
$2K ﹤0.01%
74
2642
$2K ﹤0.01%
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2643
$2K ﹤0.01%
40
2644
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2645
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58
2646
$2K ﹤0.01%
78
2647
$2K ﹤0.01%
106
2648
$2K ﹤0.01%
450
2649
$2K ﹤0.01%
284
2650
$2K ﹤0.01%
7
104 105
106
107 108