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
2226
$7K ﹤0.01%
203
2227
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800
2228
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2229
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+50
2230
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2231
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2232
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2233
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435
2234
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2235
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2236
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2237
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2238
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2239
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500
2240
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2241
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2242
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2243
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2244
$7K ﹤0.01%
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2245
$7K ﹤0.01%
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2246
$7K ﹤0.01%
500
2247
$7K ﹤0.01%
261
2248
$6K ﹤0.01%
203
2249
$6K ﹤0.01%
500
2250
$6K ﹤0.01%
500