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
1301
$60K ﹤0.01%
928
1302
$60K ﹤0.01%
1,147
1303
$60K ﹤0.01%
1,218
1304
$59K ﹤0.01%
286
1305
$59K ﹤0.01%
706
1306
$59K ﹤0.01%
2,975
1307
$59K ﹤0.01%
2,092
1308
$59K ﹤0.01%
555
1309
$59K ﹤0.01%
541
1310
$59K ﹤0.01%
2,389
1311
$58K ﹤0.01%
904
1312
$58K ﹤0.01%
5,489
1313
$58K ﹤0.01%
319
1314
$58K ﹤0.01%
602
1315
$58K ﹤0.01%
124
1316
$57K ﹤0.01%
5,635
1317
$57K ﹤0.01%
1,535
1318
$57K ﹤0.01%
1,251
1319
$57K ﹤0.01%
1,269
1320
$57K ﹤0.01%
3,881
1321
$57K ﹤0.01%
649
1322
$57K ﹤0.01%
341
1323
$57K ﹤0.01%
2,285
1324
$57K ﹤0.01%
157
1325
$57K ﹤0.01%
126
51 52
53
54 55