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
1226
$76K ﹤0.01%
4,041
1227
$76K ﹤0.01%
1,218
1228
$75K ﹤0.01%
3,713
1229
$75K ﹤0.01%
10,543
1230
$75K ﹤0.01%
2,448
1231
$75K ﹤0.01%
665
1232
$74K ﹤0.01%
560
1233
$74K ﹤0.01%
1,768
1234
$74K ﹤0.01%
4,437
1235
$74K ﹤0.01%
1,352
1236
$74K ﹤0.01%
255
1237
$73K ﹤0.01%
4,105
1238
$73K ﹤0.01%
6,088
1239
$73K ﹤0.01%
702
1240
$73K ﹤0.01%
4,271
1241
$72K ﹤0.01%
1,554
1242
$72K ﹤0.01%
700
1243
$72K ﹤0.01%
1,979
1244
$72K ﹤0.01%
1,773
1245
$71K ﹤0.01%
2,098
1246
$71K ﹤0.01%
293
1247
$71K ﹤0.01%
3,392
1248
$71K ﹤0.01%
1,948
1249
$71K ﹤0.01%
815
1250
$70K ﹤0.01%
745
48 49
50
51 52