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
1201
$80K ﹤0.01%
883
1202
$79K ﹤0.01%
2,092
1203
$79K ﹤0.01%
4,616
1204
$79K ﹤0.01%
1,615
1205
$79K ﹤0.01%
931
1206
$79K ﹤0.01%
448
1207
$79K ﹤0.01%
694
1208
$79K ﹤0.01%
2,576
-2,576
1209
$78K ﹤0.01%
1,371
1210
$78K ﹤0.01%
+2,388
1211
$78K ﹤0.01%
247
1212
$78K ﹤0.01%
5,525
1213
$78K ﹤0.01%
3,580
1214
$77K ﹤0.01%
908
1215
$77K ﹤0.01%
1,462
1216
$77K ﹤0.01%
4,203
1217
$77K ﹤0.01%
4,182
1218
$77K ﹤0.01%
6,713
1219
$76K ﹤0.01%
2,914
1220
$76K ﹤0.01%
2,298
1221
$76K ﹤0.01%
1,676
1222
$76K ﹤0.01%
3,094
1223
$76K ﹤0.01%
3,038
1224
$76K ﹤0.01%
6,173
1225
$76K ﹤0.01%
1,140
47 48
49
50 51