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
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%
433
1640
$27K ﹤0.01%
827
1641
$27K ﹤0.01%
1,181
1642
$27K ﹤0.01%
235
1643
$27K ﹤0.01%
500
1644
$27K ﹤0.01%
1,500
1645
$27K ﹤0.01%
1,255
1646
$27K ﹤0.01%
485
1647
$27K ﹤0.01%
2,007
1648
$27K ﹤0.01%
1,038
1649
$27K ﹤0.01%
143
1650
$27K ﹤0.01%
1,205
64 65
66
67 68