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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
2001
$12K ﹤0.01%
443
2002
$12K ﹤0.01%
273
2003
$12K ﹤0.01%
450
2004
$12K ﹤0.01%
592
2005
$12K ﹤0.01%
719
2006
$12K ﹤0.01%
18
2007
$12K ﹤0.01%
194
2008
$12K ﹤0.01%
1,000
2009
$12K ﹤0.01%
244
2010
$12K ﹤0.01%
90
2011
$12K ﹤0.01%
480
2012
$12K ﹤0.01%
73
2013
$12K ﹤0.01%
442
2014
$12K ﹤0.01%
595
2015
$12K ﹤0.01%
235
2016
$12K ﹤0.01%
130
2017
$12K ﹤0.01%
62
2018
$12K ﹤0.01%
2,000
2019
$12K ﹤0.01%
1,498
2020
$12K ﹤0.01%
75
2021
$12K ﹤0.01%
70
2022
$11K ﹤0.01%
290
2023
$11K ﹤0.01%
728
2024
$11K ﹤0.01%
1,500
2025
$11K ﹤0.01%
305