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
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%
319
1442
$43K ﹤0.01%
20,400
1443
$43K ﹤0.01%
1,188
1444
$43K ﹤0.01%
575
1445
$43K ﹤0.01%
555
1446
$43K ﹤0.01%
249
1447
$43K ﹤0.01%
123
1448
$43K ﹤0.01%
450
1449
$43K ﹤0.01%
989
1450
$43K ﹤0.01%
2,548
56 57
58
59 60