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
1551
$33K ﹤0.01%
433
1552
$33K ﹤0.01%
334
1553
$33K ﹤0.01%
946
1554
$33K ﹤0.01%
363
1555
$33K ﹤0.01%
1,969
1556
$33K ﹤0.01%
637
1557
$33K ﹤0.01%
492
1558
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786
1559
$33K ﹤0.01%
134
1560
$33K ﹤0.01%
457
1561
$33K ﹤0.01%
582
1562
$33K ﹤0.01%
1,000
1563
$32K ﹤0.01%
561
1564
$32K ﹤0.01%
532
1565
$32K ﹤0.01%
275
1566
$32K ﹤0.01%
684
1567
$32K ﹤0.01%
445
1568
$32K ﹤0.01%
438
1569
$32K ﹤0.01%
136
1570
$32K ﹤0.01%
995
1571
$32K ﹤0.01%
98
1572
$32K ﹤0.01%
896
1573
$32K ﹤0.01%
1,839
1574
$32K ﹤0.01%
1,325
1575
$32K ﹤0.01%
354