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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
1426
$45K ﹤0.01%
550
1427
$45K ﹤0.01%
1,696
1428
$45K ﹤0.01%
405
1429
$45K ﹤0.01%
845
1430
$45K ﹤0.01%
1,335
1431
$44K ﹤0.01%
310
1432
$44K ﹤0.01%
900
1433
$44K ﹤0.01%
464
1434
$44K ﹤0.01%
476
1435
$44K ﹤0.01%
1,614
1436
$44K ﹤0.01%
1,451
1437
$43K ﹤0.01%
1,001
1438
$43K ﹤0.01%
400
1439
$43K ﹤0.01%
260
1440
$43K ﹤0.01%
2,511
1441
$43K ﹤0.01%
123
1442
$43K ﹤0.01%
450
1443
$43K ﹤0.01%
989
1444
$43K ﹤0.01%
2,548
1445
$43K ﹤0.01%
20,400
1446
$43K ﹤0.01%
1,188
1447
$43K ﹤0.01%
575
1448
$43K ﹤0.01%
555
1449
$43K ﹤0.01%
249
1450
$43K ﹤0.01%
319