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
876
$209K ﹤0.01%
6,108
877
$209K ﹤0.01%
4,476
878
$209K ﹤0.01%
1,294
879
$209K ﹤0.01%
6,120
880
$209K ﹤0.01%
10,371
881
$208K ﹤0.01%
1,263
882
$208K ﹤0.01%
1,039
883
$207K ﹤0.01%
+6,415
884
$207K ﹤0.01%
13,533
885
$206K ﹤0.01%
851
886
$205K ﹤0.01%
284
887
$204K ﹤0.01%
2,720
888
$204K ﹤0.01%
842
889
$203K ﹤0.01%
3,520
890
$203K ﹤0.01%
4,609
891
$202K ﹤0.01%
7,694
892
$202K ﹤0.01%
6,255
893
$201K ﹤0.01%
1,327
894
$201K ﹤0.01%
6,298
895
$201K ﹤0.01%
3,038
896
$201K ﹤0.01%
1,640
897
$200K ﹤0.01%
2,576
898
$199K ﹤0.01%
3,235
899
$199K ﹤0.01%
3,376
900
$198K ﹤0.01%
2,802
34 35
36
37 38