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
1201
$79K ﹤0.01%
448
1202
$79K ﹤0.01%
694
1203
$79K ﹤0.01%
5,152
1204
$78K ﹤0.01%
5,525
1205
$78K ﹤0.01%
1,371
1206
$78K ﹤0.01%
247
1207
$78K ﹤0.01%
3,580
1208
$77K ﹤0.01%
4,203
1209
$77K ﹤0.01%
4,182
1210
$77K ﹤0.01%
908
1211
$77K ﹤0.01%
1,462
1212
$77K ﹤0.01%
6,713
1213
$76K ﹤0.01%
1,140
1214
$76K ﹤0.01%
6,173
1215
$76K ﹤0.01%
2,914
1216
$76K ﹤0.01%
2,298
1217
$76K ﹤0.01%
1,676
1218
$76K ﹤0.01%
3,094
1219
$76K ﹤0.01%
3,038
1220
$76K ﹤0.01%
4,041
1221
$76K ﹤0.01%
1,218
1222
$75K ﹤0.01%
3,713
1223
$75K ﹤0.01%
10,543
1224
$75K ﹤0.01%
2,448
1225
$75K ﹤0.01%
665
47 48
49
50 51