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
1126
$100K ﹤0.01%
5,704
1127
$100K ﹤0.01%
573
1128
$100K ﹤0.01%
2,350
1129
$100K ﹤0.01%
81,290
1130
$99K ﹤0.01%
722
1131
$99K ﹤0.01%
1,128
1132
$99K ﹤0.01%
436
1133
$98K ﹤0.01%
2,993
1134
$98K ﹤0.01%
1,387
1135
$98K ﹤0.01%
2,855
1136
$98K ﹤0.01%
1,596
1137
$97K ﹤0.01%
1,000
1138
$97K ﹤0.01%
150
1139
$97K ﹤0.01%
3,201
1140
$97K ﹤0.01%
1,082
1141
$97K ﹤0.01%
290
1142
$97K ﹤0.01%
2,359
1143
$97K ﹤0.01%
550
1144
$96K ﹤0.01%
2,446
1145
$96K ﹤0.01%
4,778
1146
$96K ﹤0.01%
2,403
1147
$95K ﹤0.01%
4,827
1148
$95K ﹤0.01%
1,650
1149
$94K ﹤0.01%
1,092
1150
$92K ﹤0.01%
831
44 45
46
47 48