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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
1876
$16K ﹤0.01%
181
1877
$16K ﹤0.01%
120
1878
$16K ﹤0.01%
112
1879
$16K ﹤0.01%
312
1880
$16K ﹤0.01%
2,002
1881
$16K ﹤0.01%
657
1882
$16K ﹤0.01%
166
1883
$16K ﹤0.01%
731
1884
$16K ﹤0.01%
1,731
1885
$16K ﹤0.01%
198
1886
$16K ﹤0.01%
489
1887
$16K ﹤0.01%
612
1888
$16K ﹤0.01%
30
1889
$16K ﹤0.01%
334
1890
$16K ﹤0.01%
4,108
1891
$16K ﹤0.01%
950
1892
$16K ﹤0.01%
300
1893
$16K ﹤0.01%
745
1894
$16K ﹤0.01%
360
1895
$15K ﹤0.01%
401
1896
$15K ﹤0.01%
162
1897
$15K ﹤0.01%
194
1898
$15K ﹤0.01%
148
1899
$15K ﹤0.01%
569
1900
$15K ﹤0.01%
189
-1,700