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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
2701
$1K ﹤0.01%
53
2702
$1K ﹤0.01%
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2703
$1K ﹤0.01%
4
2704
$1K ﹤0.01%
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2705
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2706
$1K ﹤0.01%
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2707
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2708
$1K ﹤0.01%
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2709
$1K ﹤0.01%
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2710
$1K ﹤0.01%
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2711
$1K ﹤0.01%
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2712
$1K ﹤0.01%
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2713
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2714
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2715
$1K ﹤0.01%
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2716
$1K ﹤0.01%
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2717
$1K ﹤0.01%
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2718
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2719
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2720
$1K ﹤0.01%
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2721
$1K ﹤0.01%
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2722
$1K ﹤0.01%
74
2723
$1K ﹤0.01%
32
2724
$1K ﹤0.01%
27
2725
$1K ﹤0.01%
28