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
851
$228K ﹤0.01%
2,074
852
$227K ﹤0.01%
24,176
853
$227K ﹤0.01%
5,128
854
$227K ﹤0.01%
3,479
855
$225K ﹤0.01%
3,654
856
$224K ﹤0.01%
10,822
857
$224K ﹤0.01%
9,668
858
$224K ﹤0.01%
4,587
859
$224K ﹤0.01%
6,025
860
$223K ﹤0.01%
1,632
861
$223K ﹤0.01%
3,000
862
$223K ﹤0.01%
5,870
863
$222K ﹤0.01%
1,916
864
$222K ﹤0.01%
607
865
$221K ﹤0.01%
959
866
$219K ﹤0.01%
2,005
867
$219K ﹤0.01%
4,179
868
$218K ﹤0.01%
2,780
869
$218K ﹤0.01%
922
870
$218K ﹤0.01%
2,851
871
$218K ﹤0.01%
4,927
872
$216K ﹤0.01%
2,113
873
$214K ﹤0.01%
9,644
874
$213K ﹤0.01%
1,217
875
$213K ﹤0.01%
1,779
33 34
35
36 37