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
3,010
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$559K
3
+$284K
4
RBLX icon
Roblox
RBLX
+$139K
5
WCBR icon
WisdomTree Cybersecurity Fund
WCBR
+$88K

Top Sells

1
+$29M
2
+$171K
3
+$135K
4
APH icon
Amphenol
APH
+$102K
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$79K

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
401
$2.19M 0.02%
19,071
402
$2.19M 0.02%
36,569
403
$2.18M 0.02%
20,570
404
$2.17M 0.02%
31,775
405
$2.13M 0.02%
55,064
406
$2.13M 0.02%
24,912
407
$2.12M 0.02%
68,363
408
$2.11M 0.02%
92,343
409
$2.11M 0.02%
22,062
410
$2.1M 0.02%
43,769
411
$2.1M 0.02%
39,702
412
$2.1M 0.02%
25,670
413
$2.1M 0.02%
146,900
414
$2.09M 0.02%
63,643
415
$2.06M 0.02%
46,377
416
$2.06M 0.02%
30,837
417
$2.06M 0.02%
33,750
418
$2.04M 0.02%
27,454
419
$2.04M 0.02%
85,039
420
$2.03M 0.02%
62,081
421
$2.02M 0.02%
11,896
422
$2M 0.02%
14,239
423
$1.99M 0.02%
24,397
424
$1.98M 0.02%
19,483
425
$1.97M 0.02%
19,469
15 16
17
18 19