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
901
$199K ﹤0.01%
3,376
902
$199K ﹤0.01%
3,235
903
$198K ﹤0.01%
2,802
904
$198K ﹤0.01%
1,799
905
$197K ﹤0.01%
13,465
906
$197K ﹤0.01%
6,699
907
$197K ﹤0.01%
2,367
908
$195K ﹤0.01%
2,232
909
$194K ﹤0.01%
1,568
910
$192K ﹤0.01%
668
911
$192K ﹤0.01%
4,034
912
$192K ﹤0.01%
2,668
913
$191K ﹤0.01%
6,850
914
$190K ﹤0.01%
87
915
$189K ﹤0.01%
866
916
$188K ﹤0.01%
1,672
917
$187K ﹤0.01%
4,589
918
$186K ﹤0.01%
20,926
919
$186K ﹤0.01%
26,811
920
$186K ﹤0.01%
3,608
921
$186K ﹤0.01%
1,547
922
$185K ﹤0.01%
3,631
923
$184K ﹤0.01%
1,256
924
$183K ﹤0.01%
3,019
925
$183K ﹤0.01%
4,324
35 36
37
38 39