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
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%
906
1537
$34K ﹤0.01%
282
1538
$34K ﹤0.01%
1,566
1539
$34K ﹤0.01%
90
1540
$34K ﹤0.01%
250
1541
$34K ﹤0.01%
138
1542
$34K ﹤0.01%
2,030
1543
$34K ﹤0.01%
196
1544
$33K ﹤0.01%
492
1545
$33K ﹤0.01%
786
1546
$33K ﹤0.01%
457
1547
$33K ﹤0.01%
582
1548
$33K ﹤0.01%
1,000
1549
$33K ﹤0.01%
433
1550
$33K ﹤0.01%
334