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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
1926
$15K ﹤0.01%
2,394
1927
$15K ﹤0.01%
273
1928
$15K ﹤0.01%
506
1929
$15K ﹤0.01%
200
1930
$15K ﹤0.01%
380
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