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
2676
$2K ﹤0.01%
150
2677
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2678
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55
2679
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2680
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2681
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2682
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576
2683
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2684
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2685
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2686
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2687
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2688
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2689
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2690
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2691
$2K ﹤0.01%
384
2692
$1K ﹤0.01%
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2693
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2694
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2695
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2696
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2697
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8
2698
$1K ﹤0.01%
8
2699
$1K ﹤0.01%
25
-2
2700
$1K ﹤0.01%
40
106 107
108
109 110