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
1401
$49K ﹤0.01%
247
1402
$49K ﹤0.01%
2,677
1403
$48K ﹤0.01%
1,074
1404
$48K ﹤0.01%
469
1405
$48K ﹤0.01%
502
1406
$47K ﹤0.01%
813
1407
$47K ﹤0.01%
145
1408
$47K ﹤0.01%
820
1409
$47K ﹤0.01%
424
1410
$47K ﹤0.01%
10,100
1411
$47K ﹤0.01%
552
1412
$47K ﹤0.01%
965
1413
$47K ﹤0.01%
892
1414
$47K ﹤0.01%
956
1415
$46K ﹤0.01%
1,074
1416
$46K ﹤0.01%
1,000
1417
$46K ﹤0.01%
727
1418
$46K ﹤0.01%
553
1419
$46K ﹤0.01%
8,563
1420
$46K ﹤0.01%
2,924
1421
$46K ﹤0.01%
109
1422
$45K ﹤0.01%
670
1423
$45K ﹤0.01%
1,545
1424
$45K ﹤0.01%
130
1425
$45K ﹤0.01%
287
55 56
57
58 59