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
1176
$87K ﹤0.01%
4,208
1177
$87K ﹤0.01%
1,182
1178
$86K ﹤0.01%
148
1179
$86K ﹤0.01%
1,942
1180
$85K ﹤0.01%
2,270
1181
$85K ﹤0.01%
4,677
1182
$85K ﹤0.01%
2,367
1183
$85K ﹤0.01%
9,725
1184
$84K ﹤0.01%
492
1185
$84K ﹤0.01%
686
1186
$84K ﹤0.01%
1,685
1187
$83K ﹤0.01%
5,184
1188
$83K ﹤0.01%
1,368
1189
$83K ﹤0.01%
1,134
1190
$83K ﹤0.01%
519
1191
$82K ﹤0.01%
1,934
1192
$82K ﹤0.01%
2,487
1193
$81K ﹤0.01%
1,742
1194
$81K ﹤0.01%
1,408
1195
$81K ﹤0.01%
9,230
1196
$80K ﹤0.01%
327
1197
$80K ﹤0.01%
780
1198
$80K ﹤0.01%
183
1199
$80K ﹤0.01%
1,192
1200
$80K ﹤0.01%
173
46 47
48
49 50