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
2001
$12K ﹤0.01%
375
2002
$12K ﹤0.01%
86
2003
$12K ﹤0.01%
1,000
2004
$12K ﹤0.01%
443
2005
$12K ﹤0.01%
273
2006
$12K ﹤0.01%
450
2007
$12K ﹤0.01%
719
2008
$12K ﹤0.01%
18
2009
$12K ﹤0.01%
194
2010
$12K ﹤0.01%
1,000
2011
$12K ﹤0.01%
244
2012
$12K ﹤0.01%
90
2013
$12K ﹤0.01%
480
2014
$12K ﹤0.01%
73
2015
$12K ﹤0.01%
442
2016
$12K ﹤0.01%
595
2017
$12K ﹤0.01%
235
2018
$12K ﹤0.01%
130
2019
$12K ﹤0.01%
62
2020
$12K ﹤0.01%
2,000
2021
$12K ﹤0.01%
231
2022
$11K ﹤0.01%
290
2023
$11K ﹤0.01%
728
2024
$11K ﹤0.01%
1,500
2025
$11K ﹤0.01%
305
79 80
81
82 83