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