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
1501
$38K ﹤0.01%
1,493
1502
$38K ﹤0.01%
1,281
1503
$38K ﹤0.01%
284
1504
$38K ﹤0.01%
903
1505
$38K ﹤0.01%
2,000
1506
$38K ﹤0.01%
385
1507
$38K ﹤0.01%
986
1508
$38K ﹤0.01%
917
1509
$38K ﹤0.01%
53
1510
$38K ﹤0.01%
1,857
1511
$38K ﹤0.01%
1,000
1512
$37K ﹤0.01%
989
1513
$37K ﹤0.01%
3,620
1514
$37K ﹤0.01%
169
1515
$37K ﹤0.01%
1,063
1516
$37K ﹤0.01%
2,934
1517
$37K ﹤0.01%
957
1518
$37K ﹤0.01%
950
1519
$37K ﹤0.01%
177
1520
$37K ﹤0.01%
788
1521
$36K ﹤0.01%
381
1522
$36K ﹤0.01%
1,027
1523
$36K ﹤0.01%
362
1524
$36K ﹤0.01%
477
1525
$36K ﹤0.01%
1,415