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
676
$488K ﹤0.01%
7,425
677
$487K ﹤0.01%
9,826
678
$486K ﹤0.01%
2,862
679
$484K ﹤0.01%
1,926
680
$483K ﹤0.01%
2,973
681
$482K ﹤0.01%
7,610
682
$472K ﹤0.01%
11,525
683
$472K ﹤0.01%
13,111
684
$468K ﹤0.01%
5,444
685
$468K ﹤0.01%
10,168
686
$461K ﹤0.01%
6,100
687
$461K ﹤0.01%
8,486
688
$459K ﹤0.01%
19,001
689
$459K ﹤0.01%
1,857
690
$456K ﹤0.01%
7,350
691
$454K ﹤0.01%
8,693
692
$454K ﹤0.01%
25,871
693
$450K ﹤0.01%
5,800
694
$443K ﹤0.01%
7,987
695
$441K ﹤0.01%
4,994
696
$435K ﹤0.01%
20,331
697
$435K ﹤0.01%
8,225
698
$432K ﹤0.01%
2,349
699
$422K ﹤0.01%
13,014
700
$422K ﹤0.01%
4,971
26 27
28
29 30