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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
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
3,035
New
Increased
Reduced
Closed

Top Buys

1 +$1.47M
2 +$544K
3 +$314K
4
RBLX icon
Roblox
RBLX
+$107K
5
WCBR
WisdomTree Cybersecurity Fund
WCBR
+$83K

Top Sells

1 +$29.9M
2 +$297K
3 +$96.8K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$60.7K
5
ELP
Companhia Paranaense de Energia (COPEL)
ELP
+$36.7K

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%
581
1352
$55K ﹤0.01%
625
1353
$55K ﹤0.01%
1,667
1354
$55K ﹤0.01%
249
1355
$55K ﹤0.01%
2,433
1356
$55K ﹤0.01%
652
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%
298
1373
$52K ﹤0.01%
1,250
1374
$52K ﹤0.01%
390
1375
$52K ﹤0.01%
1,166