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
701
$412K ﹤0.01%
1,172
702
$411K ﹤0.01%
1,183
703
$411K ﹤0.01%
13,211
704
$407K ﹤0.01%
4,767
705
$404K ﹤0.01%
825
706
$403K ﹤0.01%
4,690
707
$402K ﹤0.01%
3,975
708
$402K ﹤0.01%
5,419
709
$401K ﹤0.01%
6,320
710
$399K ﹤0.01%
138
711
$398K ﹤0.01%
14,046
712
$398K ﹤0.01%
6,570
713
$396K ﹤0.01%
1,244
714
$395K ﹤0.01%
2,708
715
$393K ﹤0.01%
4,228
716
$392K ﹤0.01%
13,390
717
$390K ﹤0.01%
1,666
718
$385K ﹤0.01%
14,414
719
$383K ﹤0.01%
2,950
720
$383K ﹤0.01%
5,782
721
$381K ﹤0.01%
5,255
722
$381K ﹤0.01%
5,826
723
$380K ﹤0.01%
4,201
724
$380K ﹤0.01%
6,008
725
$377K ﹤0.01%
17,502
27 28
29
30 31