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
776
$297K ﹤0.01%
6,806
777
$296K ﹤0.01%
6,939
778
$296K ﹤0.01%
3,548
779
$296K ﹤0.01%
2,531
780
$293K ﹤0.01%
12,371
781
$293K ﹤0.01%
4,906
782
$291K ﹤0.01%
12,737
783
$290K ﹤0.01%
5,567
784
$288K ﹤0.01%
1,712
785
$287K ﹤0.01%
6,708
786
$286K ﹤0.01%
3,153
787
$285K ﹤0.01%
2,755
788
$284K ﹤0.01%
820
789
$284K ﹤0.01%
3,679
790
$283K ﹤0.01%
4,682
791
$282K ﹤0.01%
4,910
792
$280K ﹤0.01%
1,366
793
$279K ﹤0.01%
2,903
794
$279K ﹤0.01%
42,862
795
$276K ﹤0.01%
6,266
796
$272K ﹤0.01%
6,602
797
$272K ﹤0.01%
7,483
798
$271K ﹤0.01%
2,907
799
$270K ﹤0.01%
1,550
800
$268K ﹤0.01%
3,822
30 31
32
33 34