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
1576
$32K ﹤0.01%
477
1577
$32K ﹤0.01%
1,142
1578
$32K ﹤0.01%
1,792
1579
$32K ﹤0.01%
518
1580
$32K ﹤0.01%
383
1581
$32K ﹤0.01%
265
1582
$32K ﹤0.01%
147
1583
$31K ﹤0.01%
940
1584
$31K ﹤0.01%
287
1585
$31K ﹤0.01%
836
1586
$31K ﹤0.01%
1,079
1587
$31K ﹤0.01%
629
1588
$31K ﹤0.01%
608
1589
$31K ﹤0.01%
1,729
1590
$31K ﹤0.01%
2,182
1591
$31K ﹤0.01%
572
1592
$31K ﹤0.01%
387
1593
$31K ﹤0.01%
539
1594
$31K ﹤0.01%
194
1595
$31K ﹤0.01%
920
1596
$31K ﹤0.01%
1,342
1597
$31K ﹤0.01%
1,538
1598
$30K ﹤0.01%
1,660
1599
$30K ﹤0.01%
990
1600
$30K ﹤0.01%
1,785