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
951
$169K ﹤0.01%
3,321
952
$169K ﹤0.01%
6,475
953
$167K ﹤0.01%
9,588
954
$167K ﹤0.01%
1,428
955
$167K ﹤0.01%
1,272
956
$166K ﹤0.01%
6,205
957
$166K ﹤0.01%
849
958
$166K ﹤0.01%
1,543
959
$165K ﹤0.01%
4,800
960
$164K ﹤0.01%
2,828
961
$164K ﹤0.01%
1,456
962
$162K ﹤0.01%
3,500
963
$162K ﹤0.01%
866
964
$161K ﹤0.01%
5,327
965
$161K ﹤0.01%
5,726
966
$161K ﹤0.01%
664
967
$160K ﹤0.01%
1,018
968
$160K ﹤0.01%
3,679
969
$160K ﹤0.01%
11,181
970
$159K ﹤0.01%
10,053
971
$159K ﹤0.01%
2,742
972
$158K ﹤0.01%
542
973
$157K ﹤0.01%
4,708
974
$157K ﹤0.01%
2,652
975
$156K ﹤0.01%
1,690
37 38
39
40 41