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
1001
$144K ﹤0.01%
326
1002
$144K ﹤0.01%
17,000
1003
$144K ﹤0.01%
762
1004
$143K ﹤0.01%
1,723
1005
$142K ﹤0.01%
7,812
1006
$142K ﹤0.01%
5,446
1007
$141K ﹤0.01%
2,650
1008
$140K ﹤0.01%
915
1009
$140K ﹤0.01%
7,000
1010
$139K ﹤0.01%
3,601
1011
$139K ﹤0.01%
3,723
1012
$139K ﹤0.01%
4,199
1013
$139K ﹤0.01%
+1,540
1014
$139K ﹤0.01%
1,166
1015
$138K ﹤0.01%
880
1016
$137K ﹤0.01%
3,537
1017
$137K ﹤0.01%
5,584
1018
$137K ﹤0.01%
678
1019
$136K ﹤0.01%
290
1020
$136K ﹤0.01%
9,608
1021
$136K ﹤0.01%
1,392
1022
$135K ﹤0.01%
8,996
1023
$134K ﹤0.01%
1,590
1024
$134K ﹤0.01%
7,871
1025
$134K ﹤0.01%
9,500
39 40
41
42 43