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
2126
$9K ﹤0.01%
93
2127
$9K ﹤0.01%
300
2128
$9K ﹤0.01%
334
2129
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233
2130
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700
2131
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2132
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269
2133
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2134
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2135
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2136
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2137
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87
2139
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309
2140
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602
2141
$9K ﹤0.01%
187
2142
$9K ﹤0.01%
1,150
2143
$9K ﹤0.01%
+450
2144
$9K ﹤0.01%
581
2145
$8K ﹤0.01%
188
2146
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174
2147
$8K ﹤0.01%
175
2148
$8K ﹤0.01%
117
2149
$8K ﹤0.01%
113
2150
$8K ﹤0.01%
108