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
2376
$4K ﹤0.01%
17
2377
$4K ﹤0.01%
102
2378
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37
2379
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100
2380
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773
2381
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2383
$4K ﹤0.01%
100
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2387
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1,000
2389
$4K ﹤0.01%
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2390
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100
2391
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60
2392
$4K ﹤0.01%
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$4K ﹤0.01%
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2394
$4K ﹤0.01%
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2396
$4K ﹤0.01%
171
2397
$4K ﹤0.01%
52
2398
$4K ﹤0.01%
83
2399
$4K ﹤0.01%
79
2400
$4K ﹤0.01%
130
94 95
96
97 98