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
526
$1.26M 0.01%
7,295
527
$1.22M 0.01%
5,014
528
$1.22M 0.01%
141,330
529
$1.22M 0.01%
22,484
530
$1.21M 0.01%
15,525
531
$1.21M 0.01%
28,914
532
$1.21M 0.01%
45,423
533
$1.21M 0.01%
33,007
534
$1.2M 0.01%
23,321
535
$1.2M 0.01%
20,853
536
$1.2M 0.01%
37,005
537
$1.2M 0.01%
18,544
538
$1.19M 0.01%
79,783
539
$1.18M 0.01%
42,923
540
$1.18M 0.01%
10,280
541
$1.18M 0.01%
14,967
542
$1.18M 0.01%
35,400
543
$1.16M 0.01%
33,680
544
$1.12M 0.01%
13,237
545
$1.12M 0.01%
22,959
546
$1.11M 0.01%
4,945
547
$1.09M 0.01%
21,548
548
$1.08M 0.01%
30,627
549
$1.08M 0.01%
10,858
550
$1.07M 0.01%
9,947
20 21
22
23 24