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
876
$213K ﹤0.01%
2,566
877
$212K ﹤0.01%
11,963
878
$209K ﹤0.01%
2,550
879
$209K ﹤0.01%
6,108
880
$209K ﹤0.01%
4,476
881
$209K ﹤0.01%
1,294
882
$209K ﹤0.01%
6,120
883
$209K ﹤0.01%
10,371
884
$208K ﹤0.01%
1,263
885
$208K ﹤0.01%
1,039
886
$207K ﹤0.01%
6,415
887
$207K ﹤0.01%
13,533
888
$206K ﹤0.01%
851
889
$205K ﹤0.01%
284
890
$204K ﹤0.01%
2,720
891
$204K ﹤0.01%
842
892
$203K ﹤0.01%
3,520
893
$203K ﹤0.01%
4,609
894
$202K ﹤0.01%
7,694
895
$202K ﹤0.01%
6,255
896
$201K ﹤0.01%
1,327
897
$201K ﹤0.01%
6,298
898
$201K ﹤0.01%
3,038
899
$201K ﹤0.01%
1,640
900
$200K ﹤0.01%
2,576
34 35
36
37 38