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
451
$1.83M 0.01%
18,429
452
$1.83M 0.01%
32,783
453
$1.83M 0.01%
4,730
454
$1.83M 0.01%
27,626
455
$1.82M 0.01%
15,589
456
$1.82M 0.01%
38,591
457
$1.81M 0.01%
32,951
458
$1.81M 0.01%
18,665
459
$1.79M 0.01%
22,890
460
$1.79M 0.01%
25,582
461
$1.78M 0.01%
22,000
462
$1.77M 0.01%
11,988
463
$1.77M 0.01%
25,331
464
$1.77M 0.01%
34,287
465
$1.77M 0.01%
61,316
-30,657
466
$1.77M 0.01%
29,341
467
$1.76M 0.01%
26,257
468
$1.75M 0.01%
34,800
469
$1.75M 0.01%
29,969
470
$1.74M 0.01%
29,168
471
$1.72M 0.01%
25,417
472
$1.72M 0.01%
6,697
473
$1.71M 0.01%
17,591
474
$1.71M 0.01%
14,209
475
$1.7M 0.01%
44,253
17 18
19
20 21