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
1276
$66K ﹤0.01%
1,898
1277
$66K ﹤0.01%
4,169
1278
$66K ﹤0.01%
11,949
1279
$66K ﹤0.01%
862
1280
$65K ﹤0.01%
1,778
1281
$65K ﹤0.01%
1,734
1282
$65K ﹤0.01%
484
1283
$64K ﹤0.01%
585
1284
$64K ﹤0.01%
5,660
1285
$64K ﹤0.01%
562
1286
$64K ﹤0.01%
633
1287
$64K ﹤0.01%
1,448
1288
$63K ﹤0.01%
1,333
1289
$63K ﹤0.01%
547
1290
$63K ﹤0.01%
1,109
1291
$63K ﹤0.01%
931
1292
$63K ﹤0.01%
1,453
1293
$63K ﹤0.01%
1,456
1294
$63K ﹤0.01%
242
1295
$62K ﹤0.01%
894
1296
$62K ﹤0.01%
570
1297
$62K ﹤0.01%
1,199
1298
$62K ﹤0.01%
2,147
1299
$62K ﹤0.01%
7,320
1300
$62K ﹤0.01%
6,546
50 51
52
53 54