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
2026
$11K ﹤0.01%
230
2027
$11K ﹤0.01%
1,124
2028
$11K ﹤0.01%
204
2029
$11K ﹤0.01%
+397
2030
$11K ﹤0.01%
765
2031
$11K ﹤0.01%
95
2032
$11K ﹤0.01%
328
2033
$11K ﹤0.01%
140
2034
$11K ﹤0.01%
487
2035
$11K ﹤0.01%
850
2036
$11K ﹤0.01%
346
2037
$11K ﹤0.01%
105
2038
$11K ﹤0.01%
1,558
2039
$11K ﹤0.01%
88
2040
$11K ﹤0.01%
184
2041
$11K ﹤0.01%
296
2042
$11K ﹤0.01%
663
2043
$11K ﹤0.01%
300
2044
$11K ﹤0.01%
73
2045
$11K ﹤0.01%
600
2046
$11K ﹤0.01%
112
2047
$11K ﹤0.01%
150
2048
$11K ﹤0.01%
565
2049
$11K ﹤0.01%
1,105
2050
$11K ﹤0.01%
297