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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
2751
$1K ﹤0.01%
29
2752
$1K ﹤0.01%
21
2753
$1K ﹤0.01%
16
2754
$1K ﹤0.01%
12
2755
$1K ﹤0.01%
33
2756
$1K ﹤0.01%
122
2757
$1K ﹤0.01%
36
2758
$1K ﹤0.01%
55
2759
$1K ﹤0.01%
70
2760
$1K ﹤0.01%
18
2761
$1K ﹤0.01%
48
2762
$1K ﹤0.01%
+1
2763
$1K ﹤0.01%
82
2764
$1K ﹤0.01%
42
2765
$1K ﹤0.01%
22
2766
$1K ﹤0.01%
50
2767
$1K ﹤0.01%
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2768
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2769
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2770
$1K ﹤0.01%
21
2771
$1K ﹤0.01%
30
2772
$1K ﹤0.01%
10
2773
$1K ﹤0.01%
19
2774
$1K ﹤0.01%
29
2775
$1K ﹤0.01%
8