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
926
$179K ﹤0.01%
737
927
$179K ﹤0.01%
6,398
928
$179K ﹤0.01%
4,602
929
$177K ﹤0.01%
3,032
930
$177K ﹤0.01%
1,781
931
$176K ﹤0.01%
7,347
932
$175K ﹤0.01%
1,238
933
$175K ﹤0.01%
4,143
934
$175K ﹤0.01%
10,786
935
$175K ﹤0.01%
562
936
$174K ﹤0.01%
8,890
937
$174K ﹤0.01%
2,887
938
$173K ﹤0.01%
5,688
939
$173K ﹤0.01%
1,728
940
$173K ﹤0.01%
4,450
941
$172K ﹤0.01%
11,352
942
$172K ﹤0.01%
2,286
943
$172K ﹤0.01%
4,320
944
$171K ﹤0.01%
5,192
945
$171K ﹤0.01%
4,530
946
$171K ﹤0.01%
1,322
947
$170K ﹤0.01%
1,038
948
$169K ﹤0.01%
3,321
949
$169K ﹤0.01%
6,475
950
$167K ﹤0.01%
9,588
36 37
38
39 40