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
976
$156K ﹤0.01%
8,441
977
$155K ﹤0.01%
6,953
978
$155K ﹤0.01%
5,206
979
$155K ﹤0.01%
685
980
$154K ﹤0.01%
5,838
981
$154K ﹤0.01%
1,616
982
$154K ﹤0.01%
711
983
$154K ﹤0.01%
3,000
984
$153K ﹤0.01%
7,213
985
$152K ﹤0.01%
5,191
986
$151K ﹤0.01%
929
987
$151K ﹤0.01%
1,103
988
$150K ﹤0.01%
1,080
989
$149K ﹤0.01%
1,848
990
$149K ﹤0.01%
15,003
991
$149K ﹤0.01%
6,584
992
$148K ﹤0.01%
9,352
993
$147K ﹤0.01%
1,335
994
$146K ﹤0.01%
610
995
$146K ﹤0.01%
2,297
996
$146K ﹤0.01%
3,630
997
$146K ﹤0.01%
33,550
998
$145K ﹤0.01%
954
999
$145K ﹤0.01%
996
1000
$144K ﹤0.01%
577
38 39
40
41 42