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
1326
$57K ﹤0.01%
3,881
1327
$57K ﹤0.01%
649
1328
$57K ﹤0.01%
341
1329
$57K ﹤0.01%
2,285
1330
$57K ﹤0.01%
157
1331
$57K ﹤0.01%
126
1332
$57K ﹤0.01%
625
1333
$57K ﹤0.01%
752
1334
$57K ﹤0.01%
3,724
1335
$56K ﹤0.01%
3,323
1336
$56K ﹤0.01%
614
1337
$56K ﹤0.01%
152
1338
$56K ﹤0.01%
934
1339
$56K ﹤0.01%
2,095
1340
$56K ﹤0.01%
1,306
1341
$56K ﹤0.01%
435
1342
$56K ﹤0.01%
791
1343
$56K ﹤0.01%
328
1344
$56K ﹤0.01%
320
1345
$55K ﹤0.01%
249
1346
$55K ﹤0.01%
2,433
1347
$55K ﹤0.01%
2,930
1348
$55K ﹤0.01%
652
1349
$55K ﹤0.01%
998
1350
$55K ﹤0.01%
4,031
52 53
54
55 56