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
1526
$36K ﹤0.01%
676
1527
$36K ﹤0.01%
2,333
1528
$36K ﹤0.01%
481
1529
$36K ﹤0.01%
2,327
1530
$36K ﹤0.01%
2,465
1531
$36K ﹤0.01%
608
1532
$36K ﹤0.01%
1,200
1533
$36K ﹤0.01%
230
1534
$36K ﹤0.01%
700
1535
$36K ﹤0.01%
127
1536
$36K ﹤0.01%
779
1537
$35K ﹤0.01%
362
1538
$35K ﹤0.01%
1,073
1539
$35K ﹤0.01%
344
1540
$35K ﹤0.01%
955
1541
$35K ﹤0.01%
555
1542
$35K ﹤0.01%
193
1543
$34K ﹤0.01%
250
1544
$34K ﹤0.01%
906
1545
$34K ﹤0.01%
282
1546
$34K ﹤0.01%
1,566
1547
$34K ﹤0.01%
2,030
1548
$34K ﹤0.01%
196
1549
$34K ﹤0.01%
90
1550
$34K ﹤0.01%
138
60 61
62
63 64