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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
2326
$5K ﹤0.01%
300
2327
$5K ﹤0.01%
125
2328
$5K ﹤0.01%
100
2329
$5K ﹤0.01%
796
2330
$5K ﹤0.01%
94
2331
$5K ﹤0.01%
112
2332
$5K ﹤0.01%
660
2333
$5K ﹤0.01%
600
2334
$5K ﹤0.01%
70
2335
$5K ﹤0.01%
72
2336
$5K ﹤0.01%
200
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$5K ﹤0.01%
384
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$5K ﹤0.01%
500
2339
$5K ﹤0.01%
477
2340
$5K ﹤0.01%
85
2341
$5K ﹤0.01%
93
2342
$5K ﹤0.01%
34
2343
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2344
$5K ﹤0.01%
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2345
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410
2346
$5K ﹤0.01%
101
2347
$5K ﹤0.01%
158
2348
$5K ﹤0.01%
100
2349
$5K ﹤0.01%
78
2350
$5K ﹤0.01%
16