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
1076
$115K ﹤0.01%
1,246
1077
$115K ﹤0.01%
216
1078
$114K ﹤0.01%
+779
1079
$113K ﹤0.01%
1,233
1080
$113K ﹤0.01%
754
1081
$113K ﹤0.01%
141
1082
$113K ﹤0.01%
730
1083
$113K ﹤0.01%
2,246
1084
$112K ﹤0.01%
407
1085
$112K ﹤0.01%
8,079
1086
$112K ﹤0.01%
4,031
1087
$110K ﹤0.01%
4,302
1088
$110K ﹤0.01%
2,642
1089
$109K ﹤0.01%
73
1090
$109K ﹤0.01%
229
1091
$109K ﹤0.01%
561
1092
$109K ﹤0.01%
531
1093
$109K ﹤0.01%
3,011
1094
$109K ﹤0.01%
2,149
1095
$108K ﹤0.01%
5,160
1096
$108K ﹤0.01%
2,356
1097
$108K ﹤0.01%
768
1098
$108K ﹤0.01%
4,152
1099
$107K ﹤0.01%
1,207
1100
$107K ﹤0.01%
3,902
42 43
44
45 46