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
1901
$15K ﹤0.01%
148
1902
$15K ﹤0.01%
569
1903
$15K ﹤0.01%
189
-1,700
1904
$15K ﹤0.01%
62
1905
$15K ﹤0.01%
658
1906
$15K ﹤0.01%
586
1907
$15K ﹤0.01%
450
1908
$15K ﹤0.01%
325
1909
$15K ﹤0.01%
267
1910
$15K ﹤0.01%
188
1911
$15K ﹤0.01%
663
1912
$15K ﹤0.01%
224
1913
$15K ﹤0.01%
260
1914
$15K ﹤0.01%
470
1915
$15K ﹤0.01%
246
1916
$15K ﹤0.01%
719
1917
$15K ﹤0.01%
200
1918
$15K ﹤0.01%
380
1919
$15K ﹤0.01%
400
1920
$15K ﹤0.01%
864
1921
$15K ﹤0.01%
2,000
1922
$15K ﹤0.01%
332
1923
$15K ﹤0.01%
337
1924
$15K ﹤0.01%
2,394
1925
$15K ﹤0.01%
500