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 +$2.24M
2 +$366K
3 +$207K
4
QQQJ icon
Invesco NASDAQ Next Gen 100 ETF
QQQJ
+$165K
5
ONDS icon
Ondas Inc
ONDS
+$134K

Top Sells

1 +$281M
2 +$33.5M
3 +$29.1M
4
NEE icon
NextEra Energy
NEE
+$7.6M
5
IYW icon
iShares US Technology ETF
IYW
+$3.92M

Sector Composition

1 Technology 6.48%
2 Healthcare 5.1%
3 Financials 3.68%
4 Industrials 2.75%
5 Consumer Discretionary 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$3K ﹤0.01%
156
2477
$3K ﹤0.01%
34
2478
$3K ﹤0.01%
30
2479
$3K ﹤0.01%
135
2480
$3K ﹤0.01%
197
2481
$3K ﹤0.01%
453
2482
$3K ﹤0.01%
16
2483
$3K ﹤0.01%
174
2484
$3K ﹤0.01%
140
2485
$3K ﹤0.01%
300
2486
$3K ﹤0.01%
100
2487
$3K ﹤0.01%
21
2488
$3K ﹤0.01%
43
2489
$3K ﹤0.01%
900
2490
$3K ﹤0.01%
90
2491
$3K ﹤0.01%
53
2492
$3K ﹤0.01%
200
2493
$3K ﹤0.01%
74
2494
$3K ﹤0.01%
91
2495
$3K ﹤0.01%
34
2496
$3K ﹤0.01%
777
2497
$3K ﹤0.01%
200
2498
$3K ﹤0.01%
37
2499
$3K ﹤0.01%
33
2500
$3K ﹤0.01%
206