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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
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
1451
$42K ﹤0.01%
1,050
1452
$42K ﹤0.01%
1,155
1453
$42K ﹤0.01%
1,031
1454
$42K ﹤0.01%
1,756
1455
$41K ﹤0.01%
1,155
1456
$41K ﹤0.01%
812
1457
$41K ﹤0.01%
542
1458
$41K ﹤0.01%
640
1459
$41K ﹤0.01%
+1,261
1460
$41K ﹤0.01%
562
1461
$41K ﹤0.01%
1,598
1462
$41K ﹤0.01%
308
1463
$41K ﹤0.01%
454
1464
$41K ﹤0.01%
1,304
1465
$40K ﹤0.01%
865
1466
$40K ﹤0.01%
669
1467
$40K ﹤0.01%
1,464
1468
$40K ﹤0.01%
758
1469
$40K ﹤0.01%
834
1470
$40K ﹤0.01%
660
1471
$40K ﹤0.01%
1,748
1472
$40K ﹤0.01%
199
1473
$40K ﹤0.01%
1,294
1474
$40K ﹤0.01%
817
1475
$39K ﹤0.01%
2,098