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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
1751
$21K ﹤0.01%
11
1752
$21K ﹤0.01%
295
1753
$21K ﹤0.01%
451
1754
$21K ﹤0.01%
460
1755
$21K ﹤0.01%
230
1756
$21K ﹤0.01%
576
1757
$21K ﹤0.01%
271
1758
$21K ﹤0.01%
793
1759
$21K ﹤0.01%
601
1760
$21K ﹤0.01%
108
1761
$21K ﹤0.01%
368
1762
$21K ﹤0.01%
919
1763
$21K ﹤0.01%
767
1764
$21K ﹤0.01%
248
1765
$21K ﹤0.01%
66
1766
$21K ﹤0.01%
42
1767
$20K ﹤0.01%
622
1768
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1769
$20K ﹤0.01%
855
1770
$20K ﹤0.01%
350
1771
$20K ﹤0.01%
696
1772
$20K ﹤0.01%
386
1773
$20K ﹤0.01%
364
1774
$20K ﹤0.01%
959
1775
$20K ﹤0.01%
171