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
1301
$62K ﹤0.01%
578
-289
1302
$61K ﹤0.01%
2,688
1303
$61K ﹤0.01%
1,536
1304
$61K ﹤0.01%
238
1305
$61K ﹤0.01%
341
1306
$61K ﹤0.01%
251
1307
$60K ﹤0.01%
928
1308
$60K ﹤0.01%
1,147
1309
$60K ﹤0.01%
1,218
1310
$59K ﹤0.01%
286
1311
$59K ﹤0.01%
706
1312
$59K ﹤0.01%
2,975
1313
$59K ﹤0.01%
2,092
1314
$59K ﹤0.01%
555
1315
$59K ﹤0.01%
541
1316
$59K ﹤0.01%
2,389
1317
$58K ﹤0.01%
602
1318
$58K ﹤0.01%
124
1319
$58K ﹤0.01%
904
1320
$58K ﹤0.01%
5,489
1321
$58K ﹤0.01%
319
1322
$57K ﹤0.01%
5,635
1323
$57K ﹤0.01%
1,535
1324
$57K ﹤0.01%
1,251
1325
$57K ﹤0.01%
1,269
51 52
53
54 55