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
1101
$108K ﹤0.01%
2,356
1102
$108K ﹤0.01%
768
1103
$107K ﹤0.01%
1,207
1104
$107K ﹤0.01%
3,902
1105
$107K ﹤0.01%
1,743
1106
$106K ﹤0.01%
3,852
1107
$106K ﹤0.01%
5,225
1108
$106K ﹤0.01%
344
1109
$106K ﹤0.01%
1,286
1110
$105K ﹤0.01%
1,641
1111
$104K ﹤0.01%
877
1112
$104K ﹤0.01%
7,592
1113
$104K ﹤0.01%
1,302
1114
$103K ﹤0.01%
989
1115
$103K ﹤0.01%
1,617
1116
$103K ﹤0.01%
3,375
1117
$103K ﹤0.01%
1,764
1118
$103K ﹤0.01%
1,104
1119
$103K ﹤0.01%
2,180
1120
$102K ﹤0.01%
1,200
1121
$102K ﹤0.01%
2,980
-2,980
1122
$102K ﹤0.01%
199
1123
$102K ﹤0.01%
315
1124
$102K ﹤0.01%
851
1125
$102K ﹤0.01%
566
43 44
45
46 47