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
1801
$19K ﹤0.01%
300
1802
$18K ﹤0.01%
469
1803
$18K ﹤0.01%
208
1804
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294
1805
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1806
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1807
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1,000
1808
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1809
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870
1810
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159
-636
1811
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1812
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1813
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148
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1814
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1815
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1816
$18K ﹤0.01%
524
1817
0
1818
$18K ﹤0.01%
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$18K ﹤0.01%
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1820
$18K ﹤0.01%
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1821
$18K ﹤0.01%
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1822
$18K ﹤0.01%
202
1823
$18K ﹤0.01%
547
1824
$18K ﹤0.01%
300
1825
$18K ﹤0.01%
1,000