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
1626
$28K ﹤0.01%
2,000
1627
$28K ﹤0.01%
300
1628
$28K ﹤0.01%
1,342
1629
$28K ﹤0.01%
3,000
1630
$28K ﹤0.01%
384
1631
$28K ﹤0.01%
3,600
1632
$27K ﹤0.01%
1,181
1633
$27K ﹤0.01%
235
1634
$27K ﹤0.01%
1,500
1635
$27K ﹤0.01%
1,255
1636
$27K ﹤0.01%
485
1637
$27K ﹤0.01%
2,007
1638
$27K ﹤0.01%
433
1639
$27K ﹤0.01%
827
1640
$27K ﹤0.01%
500
1641
$27K ﹤0.01%
1,038
1642
$27K ﹤0.01%
143
1643
$27K ﹤0.01%
1,205
1644
$27K ﹤0.01%
1,784
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