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
3,045
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$353K
3
+$195K
4
QQQJ icon
Invesco NASDAQ Next Gen 100 ETF
QQQJ
+$136K
5
ONDS icon
Ondas Inc
ONDS
+$118K

Top Sells

1
+$234M
2
+$28.1M
3
+$23.8M
4
NEE icon
NextEra Energy
NEE
+$7.76M
5
IYW icon
iShares US Technology ETF
IYW
+$3.15M

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
751
$337K ﹤0.01%
1,761
752
$336K ﹤0.01%
2,438
753
$335K ﹤0.01%
5,460
754
$334K ﹤0.01%
1,156
755
$334K ﹤0.01%
2,162
756
$333K ﹤0.01%
13,815
757
$333K ﹤0.01%
2,443
758
$331K ﹤0.01%
5,094
759
$330K ﹤0.01%
7,446
760
$330K ﹤0.01%
1,722
761
$325K ﹤0.01%
613
762
$324K ﹤0.01%
16,530
763
$319K ﹤0.01%
8,080
764
$319K ﹤0.01%
1,141
765
$319K ﹤0.01%
8,267
766
$315K ﹤0.01%
6,584
767
$313K ﹤0.01%
6,291
768
$310K ﹤0.01%
2,935
769
$308K ﹤0.01%
966
770
$306K ﹤0.01%
1,381
771
$304K ﹤0.01%
838
772
$302K ﹤0.01%
8,765
773
$301K ﹤0.01%
2,307
774
$300K ﹤0.01%
1,564
775
$298K ﹤0.01%
8,085
29 30
31
32 33