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
1501
$38K ﹤0.01%
67
1502
$38K ﹤0.01%
904
-452
1503
$38K ﹤0.01%
385
1504
$38K ﹤0.01%
986
1505
$37K ﹤0.01%
989
1506
$37K ﹤0.01%
3,620
1507
$37K ﹤0.01%
169
1508
$37K ﹤0.01%
1,063
1509
$37K ﹤0.01%
2,934
1510
$37K ﹤0.01%
957
1511
$37K ﹤0.01%
950
1512
$37K ﹤0.01%
177
1513
$37K ﹤0.01%
788
1514
$36K ﹤0.01%
362
1515
$36K ﹤0.01%
477
1516
$36K ﹤0.01%
1,415
1517
$36K ﹤0.01%
676
1518
$36K ﹤0.01%
2,333
1519
$36K ﹤0.01%
481
1520
$36K ﹤0.01%
2,327
1521
$36K ﹤0.01%
381
1522
$36K ﹤0.01%
2,465
1523
$36K ﹤0.01%
1,027
1524
$36K ﹤0.01%
608
1525
$36K ﹤0.01%
1,200