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
1401
$47K ﹤0.01%
145
1402
$47K ﹤0.01%
820
1403
$47K ﹤0.01%
424
1404
$47K ﹤0.01%
10,100
1405
$47K ﹤0.01%
956
1406
$47K ﹤0.01%
552
1407
$47K ﹤0.01%
965
1408
$47K ﹤0.01%
892
1409
$46K ﹤0.01%
1,074
1410
$46K ﹤0.01%
1,000
1411
$46K ﹤0.01%
727
1412
$46K ﹤0.01%
553
1413
$46K ﹤0.01%
8,563
1414
$46K ﹤0.01%
2,924
1415
$46K ﹤0.01%
109
1416
$45K ﹤0.01%
670
1417
$45K ﹤0.01%
1,545
1418
$45K ﹤0.01%
130
1419
$45K ﹤0.01%
287
1420
$45K ﹤0.01%
550
1421
$45K ﹤0.01%
1,696
1422
$45K ﹤0.01%
405
1423
$45K ﹤0.01%
845
1424
$45K ﹤0.01%
1,335
1425
$44K ﹤0.01%
310
55 56
57
58 59