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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
1901
$15K ﹤0.01%
62
1902
$15K ﹤0.01%
658
1903
$15K ﹤0.01%
586
1904
$15K ﹤0.01%
450
1905
$15K ﹤0.01%
325
1906
$15K ﹤0.01%
267
1907
$15K ﹤0.01%
188
1908
$15K ﹤0.01%
224
1909
$15K ﹤0.01%
260
1910
$15K ﹤0.01%
470
1911
$15K ﹤0.01%
246
1912
$15K ﹤0.01%
719
1913
$15K ﹤0.01%
317
1914
$15K ﹤0.01%
400
1915
$15K ﹤0.01%
864
1916
$15K ﹤0.01%
2,000
1917
$15K ﹤0.01%
332
1918
$15K ﹤0.01%
337
1919
$15K ﹤0.01%
500
1920
$15K ﹤0.01%
967
1921
$15K ﹤0.01%
418
1922
$15K ﹤0.01%
90
1923
$15K ﹤0.01%
859
1924
$15K ﹤0.01%
3,504
1925
$15K ﹤0.01%
663