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
2076
$10K ﹤0.01%
460
2077
$10K ﹤0.01%
584
2078
$10K ﹤0.01%
104
2079
$10K ﹤0.01%
20
2080
$10K ﹤0.01%
210
2081
$10K ﹤0.01%
500
2082
$10K ﹤0.01%
342
2083
$10K ﹤0.01%
47
2084
$10K ﹤0.01%
238
2085
$10K ﹤0.01%
590
2086
$10K ﹤0.01%
154
2087
$10K ﹤0.01%
333
2088
$10K ﹤0.01%
322
2089
$10K ﹤0.01%
111
2090
$10K ﹤0.01%
287
2091
$10K ﹤0.01%
2,265
2092
$10K ﹤0.01%
470
2093
$10K ﹤0.01%
10
2094
$10K ﹤0.01%
2,504
2095
$10K ﹤0.01%
81
2096
$10K ﹤0.01%
121
2097
$10K ﹤0.01%
300
2098
$10K ﹤0.01%
56
2099
$10K ﹤0.01%
462
2100
$10K ﹤0.01%
72
82 83
84
85 86