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
2376
$4K ﹤0.01%
100
2377
$4K ﹤0.01%
77
2378
$4K ﹤0.01%
90
2379
$4K ﹤0.01%
59
2380
$4K ﹤0.01%
36
2381
$4K ﹤0.01%
30
2382
$4K ﹤0.01%
50
2383
$4K ﹤0.01%
84
2384
$4K ﹤0.01%
100
-100
2385
$4K ﹤0.01%
22
2386
$4K ﹤0.01%
20
2387
$4K ﹤0.01%
80
2388
$4K ﹤0.01%
40
2389
$4K ﹤0.01%
1,000
2390
$4K ﹤0.01%
207
2391
$4K ﹤0.01%
100
2392
$4K ﹤0.01%
60
2393
$4K ﹤0.01%
100
2394
$4K ﹤0.01%
528
2395
$4K ﹤0.01%
181
2396
$4K ﹤0.01%
21
2397
$4K ﹤0.01%
171
2398
$4K ﹤0.01%
52
2399
$4K ﹤0.01%
83
2400
$4K ﹤0.01%
79