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
1476
$39K ﹤0.01%
1,160
1477
$39K ﹤0.01%
197
1478
$39K ﹤0.01%
758
1479
$39K ﹤0.01%
1,049
1480
$39K ﹤0.01%
189
1481
$39K ﹤0.01%
1,545
1482
$39K ﹤0.01%
1,037
1483
$38K ﹤0.01%
979
1484
$38K ﹤0.01%
449
1485
$38K ﹤0.01%
633
1486
$38K ﹤0.01%
1,000
1487
$38K ﹤0.01%
1,548
1488
$38K ﹤0.01%
4,408
1489
$38K ﹤0.01%
1,243
1490
$38K ﹤0.01%
360
1491
$38K ﹤0.01%
818
1492
$38K ﹤0.01%
1,493
1493
$38K ﹤0.01%
1,281
1494
$38K ﹤0.01%
284
1495
$38K ﹤0.01%
903
1496
$38K ﹤0.01%
2,000
1497
$38K ﹤0.01%
917
1498
$38K ﹤0.01%
+53
1499
$38K ﹤0.01%
1,857
1500
$38K ﹤0.01%
325