We are live on ! Find out more
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
2126
$9K ﹤0.01%
93
2127
$9K ﹤0.01%
300
2128
$9K ﹤0.01%
334
2129
$9K ﹤0.01%
233
2130
$9K ﹤0.01%
700
2131
$9K ﹤0.01%
113
2132
$9K ﹤0.01%
269
2133
$9K ﹤0.01%
234
2134
$9K ﹤0.01%
330
2135
$9K ﹤0.01%
200
2136
$9K ﹤0.01%
426
2137
$9K ﹤0.01%
138
2138
$9K ﹤0.01%
87
2139
$9K ﹤0.01%
309
2140
$9K ﹤0.01%
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
$8K ﹤0.01%
174
2147
$8K ﹤0.01%
175
2148
$8K ﹤0.01%
117
2149
$8K ﹤0.01%
113
2150
$8K ﹤0.01%
108