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
551
$1.06M 0.01%
4,495
552
$1.06M 0.01%
15,694
553
$1.04M 0.01%
3,863
554
$1.02M 0.01%
14,772
555
$1.01M 0.01%
13,842
556
$1.01M 0.01%
646
557
$1M 0.01%
3,863
558
$1M 0.01%
28,855
559
$997K 0.01%
5,111
560
$997K 0.01%
11,614
561
$991K 0.01%
265,023
562
$991K 0.01%
14,549
563
$988K 0.01%
1,129
564
$980K 0.01%
37,102
565
$945K 0.01%
4,953
566
$944K 0.01%
27,020
567
$943K 0.01%
18,728
568
$938K 0.01%
4,196
569
$934K 0.01%
20,387
570
$929K 0.01%
15,895
571
$916K 0.01%
3,756
572
$910K 0.01%
25,082
573
$910K 0.01%
10,192
574
$909K 0.01%
49,767
575
$909K 0.01%
22,501
21 22
23
24 25