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
1426
$44K ﹤0.01%
900
1427
$44K ﹤0.01%
464
1428
$44K ﹤0.01%
476
1429
$44K ﹤0.01%
1,614
1430
$44K ﹤0.01%
1,451
1431
$43K ﹤0.01%
1,001
1432
$43K ﹤0.01%
400
1433
$43K ﹤0.01%
260
1434
$43K ﹤0.01%
2,511
1435
$43K ﹤0.01%
555
1436
$43K ﹤0.01%
249
1437
$43K ﹤0.01%
319
1438
$43K ﹤0.01%
123
1439
$43K ﹤0.01%
450
1440
$43K ﹤0.01%
989
1441
$43K ﹤0.01%
2,548
1442
$43K ﹤0.01%
20,400
1443
$43K ﹤0.01%
1,188
1444
$43K ﹤0.01%
575
1445
$42K ﹤0.01%
883
1446
$42K ﹤0.01%
764
1447
$42K ﹤0.01%
1,050
1448
$42K ﹤0.01%
1,155
1449
$42K ﹤0.01%
498
1450
$42K ﹤0.01%
1,500
56 57
58
59 60