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
1926
$15K ﹤0.01%
967
1927
$15K ﹤0.01%
418
1928
$15K ﹤0.01%
90
1929
$15K ﹤0.01%
859
1930
$15K ﹤0.01%
3,504
1931
$14K ﹤0.01%
305
1932
$14K ﹤0.01%
346
1933
$14K ﹤0.01%
211
1934
$14K ﹤0.01%
506
1935
$14K ﹤0.01%
175
1936
$14K ﹤0.01%
840
1937
$14K ﹤0.01%
1,292
1938
$14K ﹤0.01%
394
1939
$14K ﹤0.01%
164
1940
$14K ﹤0.01%
793
1941
$14K ﹤0.01%
1,722
1942
$14K ﹤0.01%
302
1943
$14K ﹤0.01%
193
1944
$14K ﹤0.01%
127
1945
$14K ﹤0.01%
160
1946
$14K ﹤0.01%
1,031
1947
$14K ﹤0.01%
54
1948
$14K ﹤0.01%
1,000
1949
$14K ﹤0.01%
1,463
1950
$14K ﹤0.01%
1,470
76 77
78
79 80