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
1851
$17K ﹤0.01%
+612
1852
$17K ﹤0.01%
203
1853
$17K ﹤0.01%
281
1854
$17K ﹤0.01%
1,036
1855
$17K ﹤0.01%
1,050
1856
$17K ﹤0.01%
327
1857
$17K ﹤0.01%
200
1858
$17K ﹤0.01%
782
1859
$17K ﹤0.01%
108
1860
$17K ﹤0.01%
840
1861
$17K ﹤0.01%
735
1862
$17K ﹤0.01%
1,650
1863
$17K ﹤0.01%
679
1864
$17K ﹤0.01%
260
1865
$17K ﹤0.01%
1,180
1866
$17K ﹤0.01%
150
1867
$17K ﹤0.01%
126
1868
$16K ﹤0.01%
213
1869
$16K ﹤0.01%
950
1870
$16K ﹤0.01%
300
1871
$16K ﹤0.01%
593
1872
$16K ﹤0.01%
108
1873
$16K ﹤0.01%
502
1874
$16K ﹤0.01%
775
1875
$16K ﹤0.01%
53
73 74
75
76 77