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
651
$559K ﹤0.01%
+26,616
652
$559K ﹤0.01%
17,846
653
$546K ﹤0.01%
45,500
654
$545K ﹤0.01%
6,643
655
$544K ﹤0.01%
20,649
656
$542K ﹤0.01%
9,736
657
$540K ﹤0.01%
6,267
658
$534K ﹤0.01%
3,603
659
$534K ﹤0.01%
3,548
660
$531K ﹤0.01%
3,212
661
$528K ﹤0.01%
1,530
662
$528K ﹤0.01%
30,456
663
$522K ﹤0.01%
14,220
664
$516K ﹤0.01%
1,351
665
$515K ﹤0.01%
3,107
666
$512K ﹤0.01%
9,392
667
$509K ﹤0.01%
2,202
668
$508K ﹤0.01%
9,724
669
$507K ﹤0.01%
1,698
670
$503K ﹤0.01%
5,247
671
$499K ﹤0.01%
11,541
672
$499K ﹤0.01%
9,150
673
$496K ﹤0.01%
12,127
674
$491K ﹤0.01%
5,048
675
$489K ﹤0.01%
3,170
25 26
27
28 29