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
1701
$23K ﹤0.01%
234
1702
$23K ﹤0.01%
723
1703
$23K ﹤0.01%
230
1704
$23K ﹤0.01%
380
1705
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253
1706
$23K ﹤0.01%
176
1707
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1708
$23K ﹤0.01%
1,000
1709
$23K ﹤0.01%
601
1710
$23K ﹤0.01%
589
1711
$23K ﹤0.01%
249
1712
$23K ﹤0.01%
650
1713
$23K ﹤0.01%
851
1714
$23K ﹤0.01%
73
1715
$23K ﹤0.01%
758
1716
$23K ﹤0.01%
1,000
1717
$22K ﹤0.01%
300
1718
$22K ﹤0.01%
872
1719
$22K ﹤0.01%
524
1720
$22K ﹤0.01%
153
1721
$22K ﹤0.01%
814
1722
$22K ﹤0.01%
150
1723
$22K ﹤0.01%
105
1724
$22K ﹤0.01%
332
1725
$22K ﹤0.01%
1,934