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
1026
$134K ﹤0.01%
633
1027
$134K ﹤0.01%
16,922
1028
$134K ﹤0.01%
4,351
1029
$133K ﹤0.01%
2,676
1030
$132K ﹤0.01%
3,864
1031
$131K ﹤0.01%
1,034
1032
$131K ﹤0.01%
670
1033
$131K ﹤0.01%
475
1034
$130K ﹤0.01%
2,381
1035
$130K ﹤0.01%
2,500
1036
$130K ﹤0.01%
5,000
1037
$129K ﹤0.01%
1,422
1038
$129K ﹤0.01%
2,761
1039
$128K ﹤0.01%
1,154
1040
$128K ﹤0.01%
1,767
1041
$128K ﹤0.01%
1,009
1042
$128K ﹤0.01%
3,341
1043
$128K ﹤0.01%
2,266
1044
$127K ﹤0.01%
2,556
1045
$127K ﹤0.01%
2,007
1046
$126K ﹤0.01%
6,288
1047
$125K ﹤0.01%
1,748
1048
$124K ﹤0.01%
684
1049
$124K ﹤0.01%
10,059
1050
$124K ﹤0.01%
2,584
40 41
42
43 44