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
1676
$24K ﹤0.01%
525
1677
$24K ﹤0.01%
243
1678
$24K ﹤0.01%
381
1679
$24K ﹤0.01%
1,399
1680
$24K ﹤0.01%
263
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$24K ﹤0.01%
1,116
1682
$24K ﹤0.01%
120
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$24K ﹤0.01%
750
1684
$24K ﹤0.01%
904
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$24K ﹤0.01%
159
1686
$24K ﹤0.01%
906
1687
$24K ﹤0.01%
113
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$24K ﹤0.01%
236
1689
$24K ﹤0.01%
924
1690
$24K ﹤0.01%
1,049
1691
$24K ﹤0.01%
803
1692
$24K ﹤0.01%
4,000
1693
$24K ﹤0.01%
399
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$24K ﹤0.01%
467
1695
$24K ﹤0.01%
310
1696
$24K ﹤0.01%
181
1697
$24K ﹤0.01%
784
1698
$24K ﹤0.01%
815
1699
$23K ﹤0.01%
454
1700
$23K ﹤0.01%
275