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
1601
$30K ﹤0.01%
1,236
1602
$30K ﹤0.01%
361
1603
$30K ﹤0.01%
1,220
1604
$29K ﹤0.01%
+279
1605
$29K ﹤0.01%
916
1606
$29K ﹤0.01%
766
1607
$29K ﹤0.01%
3,291
1608
$29K ﹤0.01%
880
1609
$29K ﹤0.01%
344
1610
$29K ﹤0.01%
190
1611
$29K ﹤0.01%
11,000
1612
$29K ﹤0.01%
1,995
1613
$28K ﹤0.01%
1,156
1614
$28K ﹤0.01%
750
1615
$28K ﹤0.01%
183
1616
$28K ﹤0.01%
316
1617
$28K ﹤0.01%
719
1618
$28K ﹤0.01%
379
1619
$28K ﹤0.01%
648
1620
$28K ﹤0.01%
702
1621
$28K ﹤0.01%
200
1622
$28K ﹤0.01%
690
1623
$28K ﹤0.01%
298
1624
0
1625
$28K ﹤0.01%
87