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
1126
$101K ﹤0.01%
2,238
1127
$101K ﹤0.01%
3,101
1128
$101K ﹤0.01%
9,963
1129
$101K ﹤0.01%
2,039
1130
$100K ﹤0.01%
5,704
1131
$100K ﹤0.01%
573
1132
$100K ﹤0.01%
2,350
1133
$100K ﹤0.01%
81,290
1134
$99K ﹤0.01%
722
1135
$99K ﹤0.01%
1,128
1136
$99K ﹤0.01%
436
1137
$98K ﹤0.01%
2,993
1138
$98K ﹤0.01%
1,387
1139
$98K ﹤0.01%
2,855
1140
$98K ﹤0.01%
1,596
1141
$97K ﹤0.01%
1,000
1142
$97K ﹤0.01%
150
1143
$97K ﹤0.01%
3,201
1144
$97K ﹤0.01%
1,082
1145
$97K ﹤0.01%
290
1146
$97K ﹤0.01%
2,359
1147
$97K ﹤0.01%
550
1148
$96K ﹤0.01%
2,446
1149
$96K ﹤0.01%
4,778
1150
$96K ﹤0.01%
2,403
44 45
46
47 48