We are live on ! Find out more
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
2926
$0 ﹤0.01%
13
2927
$0 ﹤0.01%
16
2928
$0 ﹤0.01%
5
2929
$0 ﹤0.01%
200
2930
$0 ﹤0.01%
4
2931
$0 ﹤0.01%
4
2932
$0 ﹤0.01%
3
2933
$0 ﹤0.01%
16
2934
$0 ﹤0.01%
2
2935
$0 ﹤0.01%
10
2936
$0 ﹤0.01%
3
2937
$0 ﹤0.01%
13
2938
$0 ﹤0.01%
10
2939
$0 ﹤0.01%
25
2940
$0 ﹤0.01%
17
2941
$0 ﹤0.01%
6
2942
$0 ﹤0.01%
1
2943
$0 ﹤0.01%
3
-1
2944
$0 ﹤0.01%
8
2945
$0 ﹤0.01%
4
2946
$0 ﹤0.01%
3
2947
$0 ﹤0.01%
2
2948
0
2949
$0 ﹤0.01%
2
-2
2950
$0 ﹤0.01%
22