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
1076
$116K ﹤0.01%
3,722
1077
$116K ﹤0.01%
3,762
1078
$116K ﹤0.01%
324
1079
$115K ﹤0.01%
2,168
1080
$115K ﹤0.01%
1,246
1081
$115K ﹤0.01%
216
1082
$114K ﹤0.01%
779
1083
$113K ﹤0.01%
1,233
1084
$113K ﹤0.01%
754
1085
$113K ﹤0.01%
141
1086
$113K ﹤0.01%
730
1087
$113K ﹤0.01%
2,246
1088
$112K ﹤0.01%
407
1089
$112K ﹤0.01%
8,079
1090
$112K ﹤0.01%
4,031
1091
$110K ﹤0.01%
4,302
1092
$110K ﹤0.01%
2,642
1093
$109K ﹤0.01%
73
1094
$109K ﹤0.01%
229
1095
$109K ﹤0.01%
561
1096
$109K ﹤0.01%
2,149
1097
$109K ﹤0.01%
531
1098
$109K ﹤0.01%
3,011
1099
$108K ﹤0.01%
5,160
1100
$108K ﹤0.01%
4,152
42 43
44
45 46