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
3,045
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
1526
$36K ﹤0.01%
230
1527
$36K ﹤0.01%
700
1528
$36K ﹤0.01%
127
1529
$36K ﹤0.01%
779
+623
1530
$35K ﹤0.01%
362
1531
$35K ﹤0.01%
1,073
1532
$35K ﹤0.01%
344
1533
$35K ﹤0.01%
955
1534
$35K ﹤0.01%
555
1535
$35K ﹤0.01%
193
1536
$34K ﹤0.01%
250
1537
$34K ﹤0.01%
2,030
1538
$34K ﹤0.01%
196
1539
$34K ﹤0.01%
906
1540
$34K ﹤0.01%
282
1541
$34K ﹤0.01%
1,566
1542
$34K ﹤0.01%
90
1543
$34K ﹤0.01%
138
1544
$33K ﹤0.01%
582
1545
$33K ﹤0.01%
1,000
1546
$33K ﹤0.01%
433
1547
$33K ﹤0.01%
334
1548
$33K ﹤0.01%
946
1549
$33K ﹤0.01%
363
1550
$33K ﹤0.01%
1,969