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
1726
$22K ﹤0.01%
1,290
1727
$22K ﹤0.01%
433
1728
$22K ﹤0.01%
350
1729
$22K ﹤0.01%
300
1730
$22K ﹤0.01%
872
1731
$22K ﹤0.01%
524
1732
$22K ﹤0.01%
153
1733
$22K ﹤0.01%
105
1734
$22K ﹤0.01%
332
1735
$22K ﹤0.01%
1,934
1736
$22K ﹤0.01%
23
1737
$22K ﹤0.01%
265
1738
$22K ﹤0.01%
172
1739
$22K ﹤0.01%
675
1740
$22K ﹤0.01%
856
1741
$22K ﹤0.01%
50
1742
$22K ﹤0.01%
1,056
1743
$22K ﹤0.01%
109
1744
$22K ﹤0.01%
175
1745
$22K ﹤0.01%
1,272
1746
$22K ﹤0.01%
34
1747
$22K ﹤0.01%
98
1748
$22K ﹤0.01%
150
1749
$22K ﹤0.01%
814
1750
$21K ﹤0.01%
149
68 69
70
71 72