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
1676
$25K ﹤0.01%
909
1677
$25K ﹤0.01%
1,143
1678
$25K ﹤0.01%
732
1679
$25K ﹤0.01%
495
1680
$25K ﹤0.01%
1,096
1681
$25K ﹤0.01%
258
1682
$24K ﹤0.01%
263
1683
$24K ﹤0.01%
1,116
1684
$24K ﹤0.01%
120
1685
$24K ﹤0.01%
750
1686
$24K ﹤0.01%
904
1687
$24K ﹤0.01%
159
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$24K ﹤0.01%
906
1689
$24K ﹤0.01%
292
1690
$24K ﹤0.01%
525
1691
$24K ﹤0.01%
243
1692
$24K ﹤0.01%
381
1693
$24K ﹤0.01%
1,399
1694
$24K ﹤0.01%
113
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236
1696
$24K ﹤0.01%
181
1697
$24K ﹤0.01%
784
1698
$24K ﹤0.01%
815
1699
$24K ﹤0.01%
+1,000
1700
$24K ﹤0.01%
924