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
726
$377K ﹤0.01%
1,771
727
$377K ﹤0.01%
4,834
728
$376K ﹤0.01%
5,541
729
$373K ﹤0.01%
4,161
730
$367K ﹤0.01%
4,134
731
$366K ﹤0.01%
2,390
732
$366K ﹤0.01%
5,525
733
$359K ﹤0.01%
1,515
734
$359K ﹤0.01%
6,900
735
$359K ﹤0.01%
20,871
736
$354K ﹤0.01%
8,510
737
$353K ﹤0.01%
7,034
738
$353K ﹤0.01%
17,872
739
$351K ﹤0.01%
1,668
740
$351K ﹤0.01%
1,227
741
$348K ﹤0.01%
251
742
$348K ﹤0.01%
4,455
743
$347K ﹤0.01%
2,719
744
$347K ﹤0.01%
4,570
745
$345K ﹤0.01%
3,277
746
$344K ﹤0.01%
4,803
747
$344K ﹤0.01%
1,713
748
$343K ﹤0.01%
3,350
749
$342K ﹤0.01%
3,643
750
$341K ﹤0.01%
1,783
28 29
30
31 32