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
551
$1.06M 0.01%
15,694
552
$1.04M 0.01%
3,863
553
$1.02M 0.01%
14,772
554
$1.01M 0.01%
13,842
555
$1.01M 0.01%
646
556
$1M 0.01%
3,863
557
$1M 0.01%
28,855
558
$997K 0.01%
5,111
559
$997K 0.01%
11,614
560
$991K 0.01%
265,023
561
$991K 0.01%
14,549
562
$988K 0.01%
1,129
563
$980K 0.01%
37,102
564
$945K 0.01%
4,953
565
$944K 0.01%
27,020
566
$943K 0.01%
18,728
567
$938K 0.01%
4,196
568
$934K 0.01%
20,387
569
$929K 0.01%
15,895
-795
570
$916K 0.01%
3,756
571
$910K 0.01%
25,082
572
$910K 0.01%
10,192
573
$909K 0.01%
22,501
574
$909K 0.01%
49,767
575
$896K 0.01%
13,357
21 22
23
24 25