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
1801
$19K ﹤0.01%
1,000
1802
$19K ﹤0.01%
100
1803
$19K ﹤0.01%
499
1804
$19K ﹤0.01%
380
1805
$19K ﹤0.01%
126
1806
$19K ﹤0.01%
1,103
1807
$19K ﹤0.01%
350
1808
$19K ﹤0.01%
347
1809
$19K ﹤0.01%
700
1810
$18K ﹤0.01%
469
1811
$18K ﹤0.01%
208
1812
$18K ﹤0.01%
294
1813
$18K ﹤0.01%
181
1814
$18K ﹤0.01%
286
1815
$18K ﹤0.01%
1,000
1816
$18K ﹤0.01%
+132
1817
$18K ﹤0.01%
201
1818
$18K ﹤0.01%
202
1819
$18K ﹤0.01%
547
1820
$18K ﹤0.01%
300
1821
$18K ﹤0.01%
105
1822
$18K ﹤0.01%
870
1823
$18K ﹤0.01%
159
1824
$18K ﹤0.01%
172
1825
$18K ﹤0.01%
1,800