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
2626
$2K ﹤0.01%
28
2627
$2K ﹤0.01%
75
2628
$2K ﹤0.01%
112
2629
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48
2630
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148
2631
$2K ﹤0.01%
60
2632
$2K ﹤0.01%
34
2633
$2K ﹤0.01%
295
2634
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7
2635
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22
2636
$2K ﹤0.01%
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2637
$2K ﹤0.01%
98
2638
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2639
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43
2640
$2K ﹤0.01%
30
2641
$2K ﹤0.01%
150
2642
$2K ﹤0.01%
32
2643
$2K ﹤0.01%
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2644
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31
2645
$2K ﹤0.01%
50
2646
$2K ﹤0.01%
57
2647
$2K ﹤0.01%
8
2648
$2K ﹤0.01%
241
2649
$2K ﹤0.01%
30
2650
$2K ﹤0.01%
41
104 105
106
107 108