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
751
$340K ﹤0.01%
10,519
752
$340K ﹤0.01%
6,384
753
$337K ﹤0.01%
1,761
754
$336K ﹤0.01%
2,438
755
$335K ﹤0.01%
5,460
756
$334K ﹤0.01%
2,162
757
$334K ﹤0.01%
1,156
758
$333K ﹤0.01%
13,815
759
$333K ﹤0.01%
2,443
760
$331K ﹤0.01%
5,094
761
$330K ﹤0.01%
7,446
762
$330K ﹤0.01%
1,722
763
$325K ﹤0.01%
613
764
$324K ﹤0.01%
16,530
765
$319K ﹤0.01%
1,141
766
$319K ﹤0.01%
8,080
767
$319K ﹤0.01%
8,267
768
$315K ﹤0.01%
6,584
769
$313K ﹤0.01%
6,291
770
$310K ﹤0.01%
2,935
771
$308K ﹤0.01%
966
772
$306K ﹤0.01%
1,381
773
$304K ﹤0.01%
838
774
$302K ﹤0.01%
8,765
775
$301K ﹤0.01%
2,307
29 30
31
32 33