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
1626
$28K ﹤0.01%
3,000
1627
$28K ﹤0.01%
384
1628
$28K ﹤0.01%
3,600
1629
$28K ﹤0.01%
1,156
1630
$28K ﹤0.01%
750
1631
$28K ﹤0.01%
690
1632
$27K ﹤0.01%
500
1633
$27K ﹤0.01%
1,500
1634
$27K ﹤0.01%
1,255
1635
$27K ﹤0.01%
485
1636
$27K ﹤0.01%
2,007
1637
$27K ﹤0.01%
1,038
1638
$27K ﹤0.01%
143
1639
$27K ﹤0.01%
1,205
1640
$27K ﹤0.01%
1,784
1641
$27K ﹤0.01%
433
1642
$27K ﹤0.01%
827
1643
$27K ﹤0.01%
1,181
1644
$27K ﹤0.01%
235
1645
$26K ﹤0.01%
202
1646
$26K ﹤0.01%
168
1647
$26K ﹤0.01%
198
1648
$26K ﹤0.01%
954
1649
$26K ﹤0.01%
773
1650
$26K ﹤0.01%
624
64 65
66
67 68