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
2651
$2K ﹤0.01%
55
2652
$2K ﹤0.01%
50
2653
$2K ﹤0.01%
59
2654
$2K ﹤0.01%
20
2655
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81
2656
$2K ﹤0.01%
100
2657
$2K ﹤0.01%
17
2658
$2K ﹤0.01%
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2659
$2K ﹤0.01%
576
2660
$2K ﹤0.01%
12
2661
$2K ﹤0.01%
71
2662
$2K ﹤0.01%
54
2663
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2664
$2K ﹤0.01%
450
2665
$2K ﹤0.01%
40
2666
$2K ﹤0.01%
66
2667
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2668
$2K ﹤0.01%
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2669
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2670
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2671
$2K ﹤0.01%
20
2672
$2K ﹤0.01%
134
2673
$2K ﹤0.01%
43
2674
$2K ﹤0.01%
30
2675
$2K ﹤0.01%
342
105 106
107
108 109