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
1151
$95K ﹤0.01%
4,827
1152
$95K ﹤0.01%
1,650
1153
$94K ﹤0.01%
1,092
1154
$92K ﹤0.01%
831
1155
$92K ﹤0.01%
2,494
1156
$91K ﹤0.01%
2,273
1157
$91K ﹤0.01%
1,317
1158
$91K ﹤0.01%
7,710
1159
$91K ﹤0.01%
560
1160
$91K ﹤0.01%
2,786
1161
$91K ﹤0.01%
10,685
1162
$90K ﹤0.01%
3,125
1163
$90K ﹤0.01%
1,264
1164
$90K ﹤0.01%
1,924
1165
$90K ﹤0.01%
13,424
1166
$89K ﹤0.01%
5,328
1167
$89K ﹤0.01%
829
1168
$89K ﹤0.01%
2,091
1169
$89K ﹤0.01%
1,661
1170
$89K ﹤0.01%
512
1171
$88K ﹤0.01%
1,450
1172
$88K ﹤0.01%
1,263
1173
$88K ﹤0.01%
+3,577
1174
$87K ﹤0.01%
15,691
1175
$87K ﹤0.01%
12,841
45 46
47
48 49