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
1251
$69K ﹤0.01%
2,228
1252
$69K ﹤0.01%
3,364
1253
$68K ﹤0.01%
3,649
1254
$68K ﹤0.01%
789
1255
$68K ﹤0.01%
5,916
1256
$68K ﹤0.01%
1,147
1257
$67K ﹤0.01%
840
1258
$67K ﹤0.01%
1,205
1259
$67K ﹤0.01%
521
1260
$67K ﹤0.01%
1,117
1261
$67K ﹤0.01%
266
1262
$67K ﹤0.01%
326
1263
$67K ﹤0.01%
700
1264
$66K ﹤0.01%
2,316
1265
$66K ﹤0.01%
+1,898
1266
$66K ﹤0.01%
908
1267
$66K ﹤0.01%
2,648
1268
$66K ﹤0.01%
2,071
1269
$66K ﹤0.01%
1,114
1270
$66K ﹤0.01%
486
1271
$66K ﹤0.01%
4,169
1272
$66K ﹤0.01%
11,949
1273
$66K ﹤0.01%
862
1274
$65K ﹤0.01%
1,778
1275
$65K ﹤0.01%
1,734
49 50
51
52 53