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
1051
$124K ﹤0.01%
4,317
1052
$124K ﹤0.01%
550
1053
$123K ﹤0.01%
7,816
1054
$123K ﹤0.01%
998
1055
$123K ﹤0.01%
2,025
1056
$123K ﹤0.01%
1,627
1057
$123K ﹤0.01%
1,435
1058
$122K ﹤0.01%
3,197
1059
$122K ﹤0.01%
702
1060
$121K ﹤0.01%
2,124
1061
$121K ﹤0.01%
5,815
1062
$120K ﹤0.01%
3,400
1063
$120K ﹤0.01%
1,921
1064
$119K ﹤0.01%
17,873
1065
$119K ﹤0.01%
1,789
1066
$119K ﹤0.01%
823
1067
$119K ﹤0.01%
4,053
1068
$119K ﹤0.01%
6,822
1069
$118K ﹤0.01%
1,768
1070
$117K ﹤0.01%
6,500
1071
$117K ﹤0.01%
1,536
1072
$117K ﹤0.01%
2,520
1073
$117K ﹤0.01%
8,509
1074
$116K ﹤0.01%
2,416
1075
$116K ﹤0.01%
402
41 42
43
44 45