We are live on ! Find out more
Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
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
3,035
New
Increased
Reduced
Closed

Top Buys

1 +$1.47M
2 +$544K
3 +$314K
4
RBLX icon
Roblox
RBLX
+$107K
5
WCBR
WisdomTree Cybersecurity Fund
WCBR
+$83K

Top Sells

1 +$29.9M
2 +$297K
3 +$96.8K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$60.7K
5
ELP
Companhia Paranaense de Energia (COPEL)
ELP
+$36.7K

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
1601
$30K ﹤0.01%
633
1602
$30K ﹤0.01%
1,550
1603
$30K ﹤0.01%
632
1604
$30K ﹤0.01%
1,561
1605
$30K ﹤0.01%
1,236
1606
$30K ﹤0.01%
361
1607
$30K ﹤0.01%
1,660
1608
$30K ﹤0.01%
990
1609
$30K ﹤0.01%
1,785
1610
$30K ﹤0.01%
1,220
1611
$29K ﹤0.01%
3,291
1612
$29K ﹤0.01%
880
1613
$29K ﹤0.01%
344
1614
$29K ﹤0.01%
190
1615
$29K ﹤0.01%
11,000
1616
$29K ﹤0.01%
1,995
1617
$29K ﹤0.01%
279
1618
$29K ﹤0.01%
916
1619
$29K ﹤0.01%
766
1620
$28K ﹤0.01%
183
1621
$28K ﹤0.01%
316
1622
$28K ﹤0.01%
719
1623
$28K ﹤0.01%
379
1624
$28K ﹤0.01%
648
1625
$28K ﹤0.01%
702