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
1176
$85K ﹤0.01%
2,367
1177
$85K ﹤0.01%
9,725
1178
$85K ﹤0.01%
2,270
1179
$84K ﹤0.01%
492
1180
$84K ﹤0.01%
686
1181
$84K ﹤0.01%
1,685
1182
$83K ﹤0.01%
1,368
1183
$83K ﹤0.01%
1,134
1184
$83K ﹤0.01%
5,184
1185
$83K ﹤0.01%
519
1186
$82K ﹤0.01%
1,934
1187
$82K ﹤0.01%
2,487
1188
$81K ﹤0.01%
+1,742
1189
$81K ﹤0.01%
1,408
1190
$81K ﹤0.01%
9,230
1191
$80K ﹤0.01%
327
1192
$80K ﹤0.01%
1,192
1193
$80K ﹤0.01%
173
1194
$80K ﹤0.01%
883
1195
$80K ﹤0.01%
780
1196
$80K ﹤0.01%
183
1197
$79K ﹤0.01%
2,092
1198
$79K ﹤0.01%
4,616
1199
$79K ﹤0.01%
1,615
1200
$79K ﹤0.01%
931
46 47
48
49 50