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
626
$660K 0.01%
12,432
627
$656K 0.01%
11,496
628
$653K 0.01%
8,107
629
$643K 0.01%
9,880
630
$640K 0.01%
3,093
631
$630K 0.01%
1,579
632
$624K 0.01%
11,672
633
$621K ﹤0.01%
9,803
634
$620K ﹤0.01%
2,337
635
$619K ﹤0.01%
8,190
636
$615K ﹤0.01%
23,170
637
$611K ﹤0.01%
7,471
638
$610K ﹤0.01%
10,186
639
$610K ﹤0.01%
7,338
640
$597K ﹤0.01%
4,408
641
$594K ﹤0.01%
18,794
642
$591K ﹤0.01%
855
643
$589K ﹤0.01%
32,321
644
$588K ﹤0.01%
21,302
645
$587K ﹤0.01%
14,915
646
$574K ﹤0.01%
18,931
647
$572K ﹤0.01%
19,730
648
$571K ﹤0.01%
10,851
649
$569K ﹤0.01%
7,026
650
$564K ﹤0.01%
11,840
24 25
26
27 28