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
1876
$16K ﹤0.01%
95
1877
$16K ﹤0.01%
181
1878
$16K ﹤0.01%
745
1879
$16K ﹤0.01%
120
1880
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112
1881
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312
1882
$16K ﹤0.01%
529
1883
$16K ﹤0.01%
198
1884
$16K ﹤0.01%
489
1885
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612
1886
$16K ﹤0.01%
30
1887
$16K ﹤0.01%
334
1888
$16K ﹤0.01%
4,108
1889
$16K ﹤0.01%
360
1890
$16K ﹤0.01%
2,002
1891
$16K ﹤0.01%
657
1892
$16K ﹤0.01%
166
1893
$16K ﹤0.01%
731
1894
$16K ﹤0.01%
1,731
1895
$15K ﹤0.01%
317
1896
$15K ﹤0.01%
273
1897
$15K ﹤0.01%
506
1898
$15K ﹤0.01%
401
1899
$15K ﹤0.01%
162
1900
$15K ﹤0.01%
194
74 75
76
77 78