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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
1776
$20K ﹤0.01%
625
1777
$20K ﹤0.01%
56
1778
$20K ﹤0.01%
462
1779
$20K ﹤0.01%
1,243
1780
$20K ﹤0.01%
1,000
1781
$20K ﹤0.01%
449
1782
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264
1783
$20K ﹤0.01%
245
1784
$20K ﹤0.01%
229
1785
$20K ﹤0.01%
129
1786
$20K ﹤0.01%
566
1787
$20K ﹤0.01%
901
1788
$20K ﹤0.01%
176
1789
$20K ﹤0.01%
585
1790
$20K ﹤0.01%
17
1791
$20K ﹤0.01%
2,000
1792
$20K ﹤0.01%
800
1793
$20K ﹤0.01%
500
1794
$20K ﹤0.01%
1,076
1795
$19K ﹤0.01%
358
1796
$19K ﹤0.01%
841
-7,569
1797
$19K ﹤0.01%
200
1798
$19K ﹤0.01%
300
1799
$19K ﹤0.01%
683
1800
$19K ﹤0.01%
579