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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
1651
$27K ﹤0.01%
500
1652
$26K ﹤0.01%
202
1653
$26K ﹤0.01%
168
1654
$26K ﹤0.01%
198
1655
$26K ﹤0.01%
773
1656
$26K ﹤0.01%
624
1657
$26K ﹤0.01%
253
1658
$26K ﹤0.01%
779
1659
$26K ﹤0.01%
401
1660
$26K ﹤0.01%
429
1661
$26K ﹤0.01%
530
1662
$26K ﹤0.01%
781
1663
$26K ﹤0.01%
388
1664
$26K ﹤0.01%
954
1665
$25K ﹤0.01%
400
1666
$25K ﹤0.01%
585
1667
$25K ﹤0.01%
908
1668
$25K ﹤0.01%
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1669
$25K ﹤0.01%
241
1670
$25K ﹤0.01%
200
1671
$25K ﹤0.01%
579
1672
$25K ﹤0.01%
1,517
1673
$25K ﹤0.01%
661
1674
$25K ﹤0.01%
517
1675
$25K ﹤0.01%
254