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
926
$182K ﹤0.01%
9,790
927
$180K ﹤0.01%
13,204
928
$179K ﹤0.01%
2,104
929
$179K ﹤0.01%
737
930
$179K ﹤0.01%
6,398
931
$179K ﹤0.01%
4,602
932
$177K ﹤0.01%
3,032
933
$177K ﹤0.01%
1,781
934
$176K ﹤0.01%
7,347
935
$175K ﹤0.01%
1,238
936
$175K ﹤0.01%
4,143
937
$175K ﹤0.01%
10,786
938
$175K ﹤0.01%
562
939
$174K ﹤0.01%
8,890
940
$174K ﹤0.01%
2,887
941
$173K ﹤0.01%
5,688
942
$173K ﹤0.01%
1,728
943
$173K ﹤0.01%
4,450
944
$172K ﹤0.01%
11,352
945
$172K ﹤0.01%
2,286
946
$172K ﹤0.01%
4,320
947
$171K ﹤0.01%
5,192
948
$171K ﹤0.01%
4,530
949
$171K ﹤0.01%
1,322
950
$170K ﹤0.01%
1,038
36 37
38
39 40