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
1376
$50K ﹤0.01%
580
1377
$50K ﹤0.01%
4,742
1378
$50K ﹤0.01%
805
1379
$50K ﹤0.01%
527
1380
$50K ﹤0.01%
1,900
1381
$50K ﹤0.01%
2,962
1382
$50K ﹤0.01%
5,350
1383
$50K ﹤0.01%
1,039
1384
$50K ﹤0.01%
1,530
1385
$50K ﹤0.01%
1,009
1386
$49K ﹤0.01%
707
1387
$49K ﹤0.01%
1,474
1388
$49K ﹤0.01%
999
1389
$49K ﹤0.01%
337
1390
$49K ﹤0.01%
464
1391
$49K ﹤0.01%
732
1392
$49K ﹤0.01%
1,901
1393
$49K ﹤0.01%
75
1394
$49K ﹤0.01%
1,008
1395
$49K ﹤0.01%
247
1396
$49K ﹤0.01%
2,677
1397
$48K ﹤0.01%
1,074
1398
$48K ﹤0.01%
469
1399
$48K ﹤0.01%
502
1400
$47K ﹤0.01%
552
54 55
56
57 58