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
1326
$57K ﹤0.01%
625
1327
$57K ﹤0.01%
752
1328
$57K ﹤0.01%
3,724
1329
$56K ﹤0.01%
3,323
1330
$56K ﹤0.01%
614
1331
$56K ﹤0.01%
152
1332
$56K ﹤0.01%
934
1333
$56K ﹤0.01%
2,095
1334
$56K ﹤0.01%
1,306
1335
$56K ﹤0.01%
435
1336
$56K ﹤0.01%
791
1337
$56K ﹤0.01%
328
1338
$56K ﹤0.01%
320
1339
$55K ﹤0.01%
581
1340
$55K ﹤0.01%
625
1341
$55K ﹤0.01%
1,667
1342
$55K ﹤0.01%
249
1343
$55K ﹤0.01%
2,433
1344
$55K ﹤0.01%
2,930
1345
$55K ﹤0.01%
652
1346
$55K ﹤0.01%
998
1347
$55K ﹤0.01%
4,031
1348
$55K ﹤0.01%
839
1349
$55K ﹤0.01%
1,234
1350
$55K ﹤0.01%
5,185
52 53
54
55 56