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
2751
$1K ﹤0.01%
10
2752
$1K ﹤0.01%
9
2753
$1K ﹤0.01%
150
2754
0
2755
$1K ﹤0.01%
28
2756
$1K ﹤0.01%
75
2757
$1K ﹤0.01%
30
2758
$1K ﹤0.01%
9
2759
$1K ﹤0.01%
15
2760
$1K ﹤0.01%
83
2761
$1K ﹤0.01%
37
2762
$1K ﹤0.01%
75
2763
$1K ﹤0.01%
36
2764
$1K ﹤0.01%
55
2765
$1K ﹤0.01%
9
2766
$1K ﹤0.01%
20
2767
$1K ﹤0.01%
1
2768
$1K ﹤0.01%
59
2769
$1K ﹤0.01%
263
2770
$1K ﹤0.01%
300
2771
$1K ﹤0.01%
162
2772
$1K ﹤0.01%
37
2773
$1K ﹤0.01%
15
2774
$1K ﹤0.01%
3
2775
$1K ﹤0.01%
30