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
526
$1.22M 0.01%
5,014
527
$1.22M 0.01%
141,330
528
$1.22M 0.01%
22,484
529
$1.21M 0.01%
15,525
530
$1.21M 0.01%
28,914
531
$1.21M 0.01%
45,423
532
$1.21M 0.01%
33,007
533
$1.2M 0.01%
23,321
534
$1.2M 0.01%
20,853
535
$1.2M 0.01%
37,005
536
$1.2M 0.01%
18,544
537
$1.19M 0.01%
79,783
538
$1.18M 0.01%
42,923
539
$1.18M 0.01%
10,280
540
$1.18M 0.01%
14,967
541
$1.18M 0.01%
35,400
542
$1.16M 0.01%
33,680
543
$1.12M 0.01%
13,237
544
$1.12M 0.01%
22,959
545
$1.11M 0.01%
4,945
546
$1.09M 0.01%
21,548
547
$1.08M 0.01%
30,627
548
$1.08M 0.01%
10,858
549
$1.07M 0.01%
9,947
550
$1.06M 0.01%
4,495
20 21
22
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