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
1976
$13K ﹤0.01%
320
1977
$13K ﹤0.01%
169
1978
$13K ﹤0.01%
96
1979
$13K ﹤0.01%
388
1980
$13K ﹤0.01%
558
1981
$13K ﹤0.01%
1,829
1982
$13K ﹤0.01%
1,569
1983
$13K ﹤0.01%
471
1984
$13K ﹤0.01%
701
1985
$13K ﹤0.01%
688
1986
$13K ﹤0.01%
200
1987
$13K ﹤0.01%
455
1988
$13K ﹤0.01%
200
1989
$13K ﹤0.01%
243
1990
$13K ﹤0.01%
130
1991
$12K ﹤0.01%
592
1992
$12K ﹤0.01%
1,498
1993
$12K ﹤0.01%
75
1994
$12K ﹤0.01%
70
1995
$12K ﹤0.01%
1,377
1996
$12K ﹤0.01%
366
1997
$12K ﹤0.01%
156
1998
$12K ﹤0.01%
928
1999
$12K ﹤0.01%
404
2000
$12K ﹤0.01%
46