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
801
$271K ﹤0.01%
2,907
802
$270K ﹤0.01%
1,550
803
$268K ﹤0.01%
3,822
804
$268K ﹤0.01%
10,204
805
$268K ﹤0.01%
5,030
806
$266K ﹤0.01%
4,395
807
$266K ﹤0.01%
5,499
808
$263K ﹤0.01%
4,043
809
$263K ﹤0.01%
1,626
810
$263K ﹤0.01%
4,800
811
$262K ﹤0.01%
2,976
812
$261K ﹤0.01%
12,328
813
$260K ﹤0.01%
3,072
814
$259K ﹤0.01%
2,486
815
$259K ﹤0.01%
2,458
816
$258K ﹤0.01%
1,905
817
$258K ﹤0.01%
1,042
818
$257K ﹤0.01%
6,000
819
$257K ﹤0.01%
9,268
820
$255K ﹤0.01%
16,550
821
$255K ﹤0.01%
5,953
822
$254K ﹤0.01%
7,529
823
$253K ﹤0.01%
7,891
824
$251K ﹤0.01%
1,417
825
$250K ﹤0.01%
4,479
31 32
33
34 35