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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
1726
$22K ﹤0.01%
350
1727
$22K ﹤0.01%
300
1728
$22K ﹤0.01%
872
1729
$22K ﹤0.01%
524
1730
$22K ﹤0.01%
153
1731
$22K ﹤0.01%
105
1732
$22K ﹤0.01%
332
1733
$22K ﹤0.01%
1,934
1734
$22K ﹤0.01%
23
1735
$22K ﹤0.01%
265
1736
$22K ﹤0.01%
172
1737
$22K ﹤0.01%
468
1738
$22K ﹤0.01%
1,290
1739
$22K ﹤0.01%
175
1740
$22K ﹤0.01%
1,272
1741
$22K ﹤0.01%
34
1742
$22K ﹤0.01%
98
1743
$22K ﹤0.01%
150
1744
$22K ﹤0.01%
814
1745
$22K ﹤0.01%
675
1746
$22K ﹤0.01%
856
1747
$22K ﹤0.01%
50
1748
$22K ﹤0.01%
1,056
1749
$22K ﹤0.01%
109
1750
$21K ﹤0.01%
149