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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
2201
$7K ﹤0.01%
500
2202
$7K ﹤0.01%
112
2203
$7K ﹤0.01%
149
2204
$7K ﹤0.01%
400
2205
$7K ﹤0.01%
700
2206
$7K ﹤0.01%
88
2207
$7K ﹤0.01%
416
2208
$7K ﹤0.01%
103
2209
$7K ﹤0.01%
579
2210
$7K ﹤0.01%
139
2211
$7K ﹤0.01%
52
2212
$7K ﹤0.01%
244
2213
$7K ﹤0.01%
200
2214
$7K ﹤0.01%
541
2215
$7K ﹤0.01%
143
2216
$7K ﹤0.01%
175
2217
$7K ﹤0.01%
18
2218
$7K ﹤0.01%
162
2219
$7K ﹤0.01%
11
2220
$7K ﹤0.01%
450
2221
$7K ﹤0.01%
416
2222
$7K ﹤0.01%
172
2223
$7K ﹤0.01%
500
2224
$7K ﹤0.01%
175
2225
$7K ﹤0.01%
182