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
576
$896K 0.01%
13,357
577
$893K 0.01%
13,017
578
$893K 0.01%
49,986
579
$890K 0.01%
21,624
580
$889K 0.01%
18,173
581
$888K 0.01%
12,614
582
$874K 0.01%
9,847
583
$870K 0.01%
14,275
584
$867K 0.01%
4,010
585
$866K 0.01%
26,816
586
$859K 0.01%
48,957
587
$858K 0.01%
17,292
588
$854K 0.01%
13,874
589
$854K 0.01%
16,230
590
$840K 0.01%
26,190
591
$836K 0.01%
53,719
592
$835K 0.01%
2,309
593
$829K 0.01%
26,234
594
$823K 0.01%
13,507
595
$823K 0.01%
20,155
596
$821K 0.01%
10,761
597
$818K 0.01%
3,772
598
$806K 0.01%
10,169
599
$804K 0.01%
3,423
600
$787K 0.01%
7,065
22 23
24
25 26