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
2251
$6K ﹤0.01%
187
2252
$6K ﹤0.01%
200
2253
$6K ﹤0.01%
279
2254
$6K ﹤0.01%
606
2255
$6K ﹤0.01%
101
2256
$6K ﹤0.01%
282
2257
$6K ﹤0.01%
404
2258
$6K ﹤0.01%
34
2259
$6K ﹤0.01%
200
2260
$6K ﹤0.01%
84
2261
$6K ﹤0.01%
+187
2262
$6K ﹤0.01%
11
2263
$6K ﹤0.01%
136
2264
$6K ﹤0.01%
105
2265
$6K ﹤0.01%
191
2266
$6K ﹤0.01%
223
2267
$6K ﹤0.01%
54
2268
$6K ﹤0.01%
125
2269
$6K ﹤0.01%
355
2270
$6K ﹤0.01%
329
2271
$6K ﹤0.01%
85
2272
$6K ﹤0.01%
302
2273
$6K ﹤0.01%
134
2274
$6K ﹤0.01%
34
2275
$6K ﹤0.01%
100