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
1476
$40K ﹤0.01%
834
1477
$40K ﹤0.01%
660
1478
$40K ﹤0.01%
1,748
1479
$40K ﹤0.01%
199
1480
$40K ﹤0.01%
1,294
1481
$40K ﹤0.01%
817
1482
$39K ﹤0.01%
2,098
1483
$39K ﹤0.01%
1,160
1484
$39K ﹤0.01%
197
1485
$39K ﹤0.01%
758
1486
$39K ﹤0.01%
1,037
1487
$39K ﹤0.01%
1,049
1488
$39K ﹤0.01%
189
1489
$39K ﹤0.01%
1,545
1490
$38K ﹤0.01%
325
1491
$38K ﹤0.01%
67
1492
$38K ﹤0.01%
904
1493
$38K ﹤0.01%
979
1494
$38K ﹤0.01%
449
1495
$38K ﹤0.01%
633
1496
$38K ﹤0.01%
1,548
1497
$38K ﹤0.01%
4,408
1498
$38K ﹤0.01%
1,243
1499
$38K ﹤0.01%
360
1500
$38K ﹤0.01%
818