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
1376
$51K ﹤0.01%
908
1377
$51K ﹤0.01%
790
1378
$51K ﹤0.01%
2,741
1379
$51K ﹤0.01%
711
1380
$50K ﹤0.01%
3,983
1381
$50K ﹤0.01%
580
1382
$50K ﹤0.01%
4,742
1383
$50K ﹤0.01%
2,791
1384
$50K ﹤0.01%
805
1385
$50K ﹤0.01%
527
1386
$50K ﹤0.01%
1,900
1387
$50K ﹤0.01%
2,962
1388
$50K ﹤0.01%
5,350
1389
$50K ﹤0.01%
1,039
1390
$50K ﹤0.01%
1,530
1391
$50K ﹤0.01%
1,009
1392
$49K ﹤0.01%
707
1393
$49K ﹤0.01%
1,474
1394
$49K ﹤0.01%
999
1395
$49K ﹤0.01%
337
1396
$49K ﹤0.01%
464
1397
$49K ﹤0.01%
732
1398
$49K ﹤0.01%
1,901
1399
$49K ﹤0.01%
75
1400
$49K ﹤0.01%
1,008
54 55
56
57 58