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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
3,045
New
Increased
Reduced
Closed

Top Buys

1 +$2.02M
2 +$353K
3 +$195K
4
QQQJ icon
Invesco NASDAQ Next Gen 100 ETF
QQQJ
+$136K
5
ONDS icon
Ondas Inc
ONDS
+$118K

Top Sells

1 +$234M
2 +$28.1M
3 +$23.8M
4
NEE icon
NextEra Energy
NEE
+$7.76M
5
IYW icon
iShares US Technology ETF
IYW
+$3.15M

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
2776
$1K ﹤0.01%
77
2777
$1K ﹤0.01%
8
2778
$1K ﹤0.01%
49
2779
$1K ﹤0.01%
5
2780
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2781
$1K ﹤0.01%
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2782
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2783
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2784
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2785
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2786
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2787
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2788
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2789
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2790
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2791
0
2792
$1K ﹤0.01%
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2793
$1K ﹤0.01%
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$1K ﹤0.01%
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2796
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$1K ﹤0.01%
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2798
$1K ﹤0.01%
26
2799
$1K ﹤0.01%
50
2800
$1K ﹤0.01%
5