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
1351
$55K ﹤0.01%
839
1352
$55K ﹤0.01%
1,234
1353
$55K ﹤0.01%
5,185
1354
$55K ﹤0.01%
581
1355
$55K ﹤0.01%
625
1356
$55K ﹤0.01%
1,667
1357
$54K ﹤0.01%
3,413
1358
$54K ﹤0.01%
241
1359
$54K ﹤0.01%
609
1360
$54K ﹤0.01%
5,500
1361
$54K ﹤0.01%
293
1362
$53K ﹤0.01%
536
1363
$53K ﹤0.01%
850
1364
$53K ﹤0.01%
1,417
1365
$53K ﹤0.01%
252
1366
$53K ﹤0.01%
2,553
1367
$53K ﹤0.01%
758
1368
$53K ﹤0.01%
2,262
1369
$53K ﹤0.01%
1,804
1370
$52K ﹤0.01%
6,300
1371
$52K ﹤0.01%
1,991
1372
$52K ﹤0.01%
1,166
1373
$52K ﹤0.01%
298
1374
$52K ﹤0.01%
1,250
1375
$52K ﹤0.01%
390
53 54
55
56 57