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
776
$300K ﹤0.01%
1,564
777
$298K ﹤0.01%
8,085
778
$297K ﹤0.01%
6,806
779
$296K ﹤0.01%
6,939
780
$296K ﹤0.01%
3,548
781
$296K ﹤0.01%
2,531
782
$293K ﹤0.01%
12,371
783
$293K ﹤0.01%
4,906
784
$291K ﹤0.01%
12,737
785
$290K ﹤0.01%
5,567
786
$288K ﹤0.01%
1,712
787
$287K ﹤0.01%
6,708
788
$286K ﹤0.01%
3,153
789
$285K ﹤0.01%
2,755
790
$284K ﹤0.01%
820
791
$284K ﹤0.01%
+6,794
792
$284K ﹤0.01%
3,679
793
$283K ﹤0.01%
4,682
794
$282K ﹤0.01%
4,910
795
$280K ﹤0.01%
1,366
796
$279K ﹤0.01%
2,903
797
$279K ﹤0.01%
42,862
798
$276K ﹤0.01%
6,266
799
$272K ﹤0.01%
6,602
800
$272K ﹤0.01%
7,483
30 31
32
33 34