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
2776
$1K ﹤0.01%
59
2777
$1K ﹤0.01%
10
2778
$1K ﹤0.01%
19
2779
$1K ﹤0.01%
29
2780
$1K ﹤0.01%
8
2781
$1K ﹤0.01%
28
2782
$1K ﹤0.01%
29
2783
$1K ﹤0.01%
23
2784
$1K ﹤0.01%
10
2785
$1K ﹤0.01%
17
2786
$1K ﹤0.01%
44
2787
$1K ﹤0.01%
111
2788
$1K ﹤0.01%
300
2789
$1K ﹤0.01%
1
2790
$1K ﹤0.01%
103
2791
$1K ﹤0.01%
218
2792
$1K ﹤0.01%
100
2793
$1K ﹤0.01%
50
2794
$1K ﹤0.01%
251
2795
$1K ﹤0.01%
47
2796
$1K ﹤0.01%
40
2797
$1K ﹤0.01%
10
2798
$1K ﹤0.01%
9
2799
$1K ﹤0.01%
150
2800
$1K ﹤0.01%
55