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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
2301
$5K ﹤0.01%
602
2302
$5K ﹤0.01%
128
2303
$5K ﹤0.01%
467
2304
$5K ﹤0.01%
1,000
2305
$5K ﹤0.01%
84
2306
$5K ﹤0.01%
26
2307
$5K ﹤0.01%
200
2308
$5K ﹤0.01%
111
2309
$5K ﹤0.01%
200
2310
$5K ﹤0.01%
81
2311
$5K ﹤0.01%
90
2312
$5K ﹤0.01%
790
2313
$5K ﹤0.01%
144
2314
$5K ﹤0.01%
219
2315
$5K ﹤0.01%
400
2316
$5K ﹤0.01%
687
2317
$5K ﹤0.01%
400
2318
$5K ﹤0.01%
111
2319
$5K ﹤0.01%
41
2320
$5K ﹤0.01%
205
2321
$5K ﹤0.01%
139
2322
$5K ﹤0.01%
2,048
2323
$5K ﹤0.01%
300
2324
$5K ﹤0.01%
324
2325
$5K ﹤0.01%
382