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
1576
$31K ﹤0.01%
287
1577
$31K ﹤0.01%
836
1578
$31K ﹤0.01%
1,079
1579
$31K ﹤0.01%
629
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$31K ﹤0.01%
608
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$31K ﹤0.01%
1,729
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$31K ﹤0.01%
2,182
1583
$31K ﹤0.01%
572
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387
1585
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539
1586
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194
1587
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920
1588
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940
1589
$31K ﹤0.01%
1,342
1590
$31K ﹤0.01%
1,538
1591
$30K ﹤0.01%
990
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$30K ﹤0.01%
1,785
1593
$30K ﹤0.01%
200
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1,660
1595
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454
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$30K ﹤0.01%
1,097
1597
$30K ﹤0.01%
633
1598
$30K ﹤0.01%
1,550
1599
$30K ﹤0.01%
632
-113
1600
$30K ﹤0.01%
1,561