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
1251
$70K ﹤0.01%
100
1252
$70K ﹤0.01%
1,816
1253
$70K ﹤0.01%
2,626
1254
$70K ﹤0.01%
539
1255
$70K ﹤0.01%
153
1256
$70K ﹤0.01%
1,443
1257
$69K ﹤0.01%
2,228
1258
$69K ﹤0.01%
3,364
1259
$68K ﹤0.01%
3,649
1260
$68K ﹤0.01%
789
1261
$68K ﹤0.01%
5,916
1262
$68K ﹤0.01%
1,147
1263
$67K ﹤0.01%
840
1264
$67K ﹤0.01%
1,205
1265
$67K ﹤0.01%
521
1266
$67K ﹤0.01%
1,117
1267
$67K ﹤0.01%
266
1268
$67K ﹤0.01%
326
1269
$67K ﹤0.01%
700
1270
$66K ﹤0.01%
2,071
1271
$66K ﹤0.01%
1,114
1272
$66K ﹤0.01%
908
1273
$66K ﹤0.01%
2,316
1274
$66K ﹤0.01%
2,648
1275
$66K ﹤0.01%
486
49 50
51
52 53