We are live on ! Find out more
Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
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
1701
$23K ﹤0.01%
234
1702
$23K ﹤0.01%
723
1703
$23K ﹤0.01%
230
1704
$23K ﹤0.01%
380
1705
$23K ﹤0.01%
253
1706
$23K ﹤0.01%
176
1707
$23K ﹤0.01%
589
1708
$23K ﹤0.01%
249
1709
$23K ﹤0.01%
650
1710
$23K ﹤0.01%
851
1711
$23K ﹤0.01%
73
1712
$23K ﹤0.01%
758
1713
$23K ﹤0.01%
1,000
1714
$23K ﹤0.01%
147
1715
$23K ﹤0.01%
1,000
1716
$23K ﹤0.01%
601
1717
$22K ﹤0.01%
350
1718
$22K ﹤0.01%
300
1719
$22K ﹤0.01%
872
1720
$22K ﹤0.01%
524
1721
$22K ﹤0.01%
153
1722
$22K ﹤0.01%
814
1723
$22K ﹤0.01%
105
1724
$22K ﹤0.01%
332
1725
$22K ﹤0.01%
1,934