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
601
$785K 0.01%
7,448
602
$784K 0.01%
26,090
603
$771K 0.01%
8,945
604
$769K 0.01%
13,002
605
$765K 0.01%
21,056
606
$756K 0.01%
6,483
607
$755K 0.01%
12,228
608
$753K 0.01%
8,256
609
$746K 0.01%
2,698
610
$742K 0.01%
17,625
611
$734K 0.01%
6,002
612
$728K 0.01%
31,950
613
$724K 0.01%
9,023
614
$718K 0.01%
10,151
615
$718K 0.01%
6,464
616
$710K 0.01%
25,252
617
$704K 0.01%
17,570
618
$703K 0.01%
21,722
619
$702K 0.01%
19,811
620
$692K 0.01%
5,849
621
$691K 0.01%
89,310
622
$687K 0.01%
18,515
623
$675K 0.01%
19,716
624
$673K 0.01%
5,072
625
$668K 0.01%
62,478
23 24
25
26 27