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
1826
$18K ﹤0.01%
148
1827
$18K ﹤0.01%
920
1828
$18K ﹤0.01%
58
1829
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524
1830
0
1831
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167
1832
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1,002
1833
$18K ﹤0.01%
1,000
1834
$18K ﹤0.01%
+3,105
1835
$18K ﹤0.01%
1,173
1836
$18K ﹤0.01%
481
1837
$18K ﹤0.01%
1,000
1838
$17K ﹤0.01%
221
1839
$17K ﹤0.01%
1,052
1840
$17K ﹤0.01%
1,208
1841
$17K ﹤0.01%
181
1842
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1843
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26
1844
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1845
$17K ﹤0.01%
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1846
$17K ﹤0.01%
376
1847
$17K ﹤0.01%
534
1848
$17K ﹤0.01%
434
1849
$17K ﹤0.01%
655
1850
$17K ﹤0.01%
267