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
826
$250K ﹤0.01%
2,757
827
$249K ﹤0.01%
4,638
828
$247K ﹤0.01%
3,042
829
$246K ﹤0.01%
1,661
830
$245K ﹤0.01%
2,046
831
$244K ﹤0.01%
984
832
$244K ﹤0.01%
1,614
833
$244K ﹤0.01%
3,552
834
$243K ﹤0.01%
3,910
835
$243K ﹤0.01%
1,368
836
$241K ﹤0.01%
7,260
837
$240K ﹤0.01%
261
838
$239K ﹤0.01%
11,679
839
$239K ﹤0.01%
6,597
840
$238K ﹤0.01%
4,520
841
$234K ﹤0.01%
1,201
842
$234K ﹤0.01%
4,640
843
$233K ﹤0.01%
2,201
844
$232K ﹤0.01%
3,751
845
$231K ﹤0.01%
7,450
846
$230K ﹤0.01%
1,848
847
$229K ﹤0.01%
1,333
848
$229K ﹤0.01%
3,042
849
$229K ﹤0.01%
3,375
850
$229K ﹤0.01%
4,192
32 33
34
35 36