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
701
$411K ﹤0.01%
13,211
702
$407K ﹤0.01%
4,767
703
$404K ﹤0.01%
825
704
$403K ﹤0.01%
4,690
705
$402K ﹤0.01%
3,975
706
$402K ﹤0.01%
5,419
707
$401K ﹤0.01%
6,320
708
$399K ﹤0.01%
138
709
$398K ﹤0.01%
14,046
710
$398K ﹤0.01%
6,570
711
$396K ﹤0.01%
1,244
712
$395K ﹤0.01%
2,708
713
$393K ﹤0.01%
4,228
714
$392K ﹤0.01%
13,390
715
$390K ﹤0.01%
1,666
716
$385K ﹤0.01%
14,414
717
$383K ﹤0.01%
2,950
718
$383K ﹤0.01%
5,782
719
$381K ﹤0.01%
5,255
720
$381K ﹤0.01%
5,826
721
$380K ﹤0.01%
4,201
722
$380K ﹤0.01%
6,008
723
$377K ﹤0.01%
4,834
724
$377K ﹤0.01%
17,502
725
$377K ﹤0.01%
1,771
27 28
29
30 31