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
2201
$7K ﹤0.01%
95
2202
$7K ﹤0.01%
1,965
2203
$7K ﹤0.01%
105
2204
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500
2205
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149
2206
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400
2207
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700
2208
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88
2209
$7K ﹤0.01%
416
2210
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103
2211
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579
2212
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139
2213
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52
2214
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244
2215
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200
2216
$7K ﹤0.01%
541
2217
$7K ﹤0.01%
143
2218
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212
2219
$7K ﹤0.01%
162
2220
$7K ﹤0.01%
11
2221
$7K ﹤0.01%
450
2222
$7K ﹤0.01%
416
2223
$7K ﹤0.01%
119
2224
$7K ﹤0.01%
291
2225
$7K ﹤0.01%
3