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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
2276
$6K ﹤0.01%
5
2277
$6K ﹤0.01%
67
2278
$6K ﹤0.01%
120
2279
$6K ﹤0.01%
53
2280
$6K ﹤0.01%
99
2281
$6K ﹤0.01%
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26
2283
$6K ﹤0.01%
196
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$6K ﹤0.01%
79
2285
$6K ﹤0.01%
5
2286
$6K ﹤0.01%
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$6K ﹤0.01%
235
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$6K ﹤0.01%
22
2289
$6K ﹤0.01%
676
2290
$6K ﹤0.01%
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2291
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202
2292
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2293
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2295
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40
2296
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300
2297
$6K ﹤0.01%
250
2298
$6K ﹤0.01%
334
2299
$6K ﹤0.01%
74
+2
2300
$6K ﹤0.01%
393