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
576
$893K 0.01%
13,017
577
$893K 0.01%
49,986
578
$890K 0.01%
21,624
579
$889K 0.01%
18,173
580
$888K 0.01%
12,614
581
$874K 0.01%
9,847
582
$870K 0.01%
14,275
583
$867K 0.01%
4,010
584
$866K 0.01%
26,816
585
$859K 0.01%
48,957
586
$858K 0.01%
17,292
587
$854K 0.01%
13,874
588
$854K 0.01%
16,230
589
$840K 0.01%
26,190
590
$836K 0.01%
53,719
591
$835K 0.01%
2,309
592
$829K 0.01%
26,234
593
$823K 0.01%
13,507
594
$823K 0.01%
20,155
595
$821K 0.01%
10,761
596
$818K 0.01%
3,772
597
$806K 0.01%
10,169
598
$804K 0.01%
3,423
599
$787K 0.01%
7,065
600
$785K 0.01%
7,448
-7,448
22 23
24
25 26