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
1626
$28K ﹤0.01%
200
1627
$28K ﹤0.01%
1,156
1628
$28K ﹤0.01%
750
1629
$28K ﹤0.01%
690
1630
$28K ﹤0.01%
298
1631
– –
0
1632
$28K ﹤0.01%
87
1633
$28K ﹤0.01%
2,000
1634
$28K ﹤0.01%
300
1635
$28K ﹤0.01%
1,342
1636
$28K ﹤0.01%
3,000
1637
$28K ﹤0.01%
384
1638
$28K ﹤0.01%
3,600
1639
$27K ﹤0.01%
1,500
1640
$27K ﹤0.01%
1,255
1641
$27K ﹤0.01%
485
1642
$27K ﹤0.01%
2,007
1643
$27K ﹤0.01%
1,038
1644
$27K ﹤0.01%
143
1645
$27K ﹤0.01%
1,205
1646
$27K ﹤0.01%
1,784
1647
$27K ﹤0.01%
433
1648
$27K ﹤0.01%
827
1649
$27K ﹤0.01%
1,181
1650
$27K ﹤0.01%
235
64 65
66
67 68