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
1951
$14K ﹤0.01%
1,064
1952
$13K ﹤0.01%
270
1953
$13K ﹤0.01%
126
1954
$13K ﹤0.01%
1,233
1955
$13K ﹤0.01%
1,417
1956
$13K ﹤0.01%
491
1957
$13K ﹤0.01%
579
1958
$13K ﹤0.01%
109
1959
$13K ﹤0.01%
229
1960
$13K ﹤0.01%
733
1961
$13K ﹤0.01%
122
1962
$13K ﹤0.01%
400
1963
$13K ﹤0.01%
44
1964
$13K ﹤0.01%
100
1965
$13K ﹤0.01%
602
1966
$13K ﹤0.01%
72
1967
$13K ﹤0.01%
341
1968
$13K ﹤0.01%
330
1969
$13K ﹤0.01%
2,200
1970
$13K ﹤0.01%
297
1971
$13K ﹤0.01%
343
1972
$13K ﹤0.01%
467
1973
$13K ﹤0.01%
100
1974
$13K ﹤0.01%
232
1975
$13K ﹤0.01%
266