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
2326
$5K ﹤0.01%
139
2327
$5K ﹤0.01%
2,048
2328
$5K ﹤0.01%
300
2329
$5K ﹤0.01%
324
2330
$5K ﹤0.01%
382
2331
$5K ﹤0.01%
300
2332
$5K ﹤0.01%
125
2333
$5K ﹤0.01%
100
2334
$5K ﹤0.01%
796
2335
$5K ﹤0.01%
94
2336
$5K ﹤0.01%
112
2337
$5K ﹤0.01%
660
2338
$5K ﹤0.01%
600
2339
$5K ﹤0.01%
70
2340
$5K ﹤0.01%
72
2341
$5K ﹤0.01%
200
2342
$5K ﹤0.01%
384
2343
$5K ﹤0.01%
500
2344
$5K ﹤0.01%
477
2345
$5K ﹤0.01%
85
2346
$5K ﹤0.01%
93
2347
$5K ﹤0.01%
34
2348
$5K ﹤0.01%
111
2349
$5K ﹤0.01%
32
2350
$5K ﹤0.01%
410