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
1451
$42K ﹤0.01%
883
1452
$42K ﹤0.01%
764
1453
$42K ﹤0.01%
498
1454
$42K ﹤0.01%
1,500
1455
$42K ﹤0.01%
929
1456
$42K ﹤0.01%
636
1457
$42K ﹤0.01%
1,050
1458
$42K ﹤0.01%
1,031
1459
$42K ﹤0.01%
1,756
1460
$42K ﹤0.01%
1,155
1461
$41K ﹤0.01%
1,155
1462
$41K ﹤0.01%
1,304
1463
$41K ﹤0.01%
812
1464
$41K ﹤0.01%
542
1465
$41K ﹤0.01%
640
1466
$41K ﹤0.01%
1,261
1467
$41K ﹤0.01%
562
1468
$41K ﹤0.01%
1,598
1469
$41K ﹤0.01%
308
1470
$41K ﹤0.01%
454
1471
$40K ﹤0.01%
+588
1472
$40K ﹤0.01%
865
1473
$40K ﹤0.01%
669
1474
$40K ﹤0.01%
1,464
1475
$40K ﹤0.01%
758