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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
2826
$1K ﹤0.01%
50
2827
$1K ﹤0.01%
100
2828
$1K ﹤0.01%
103
2829
$1K ﹤0.01%
218
2830
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100
2831
$1K ﹤0.01%
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2832
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251
2833
$1K ﹤0.01%
47
2834
$1K ﹤0.01%
+100
2835
$1K ﹤0.01%
28
2836
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2837
$1K ﹤0.01%
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2839
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2840
$1K ﹤0.01%
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2841
$1K ﹤0.01%
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2842
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2843
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2844
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2845
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8
2846
$1K ﹤0.01%
68
2847
$1K ﹤0.01%
69
2848
$1K ﹤0.01%
86
2849
$1K ﹤0.01%
100
2850
0