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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
1376
$51K ﹤0.01%
2,741
1377
$51K ﹤0.01%
711
1378
$51K ﹤0.01%
908
1379
$51K ﹤0.01%
790
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%
527
1385
$50K ﹤0.01%
1,900
1386
$50K ﹤0.01%
2,962
1387
$50K ﹤0.01%
5,350
1388
$50K ﹤0.01%
1,039
1389
$50K ﹤0.01%
1,530
1390
$50K ﹤0.01%
1,009
1391
$50K ﹤0.01%
805
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