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
1826
$18K ﹤0.01%
167
1827
$18K ﹤0.01%
1,002
1828
$17K ﹤0.01%
376
1829
$17K ﹤0.01%
534
1830
$17K ﹤0.01%
434
1831
$17K ﹤0.01%
655
1832
$17K ﹤0.01%
267
1833
$17K ﹤0.01%
221
1834
$17K ﹤0.01%
1,208
1835
$17K ﹤0.01%
181
1836
$17K ﹤0.01%
228
1837
$17K ﹤0.01%
26
1838
$17K ﹤0.01%
94
1839
$17K ﹤0.01%
263
1840
$17K ﹤0.01%
203
1841
$17K ﹤0.01%
281
1842
$17K ﹤0.01%
1,036
1843
$17K ﹤0.01%
1,050
1844
$17K ﹤0.01%
327
1845
$17K ﹤0.01%
200
1846
$17K ﹤0.01%
782
1847
$17K ﹤0.01%
108
1848
$17K ﹤0.01%
840
1849
$17K ﹤0.01%
735
1850
$17K ﹤0.01%
1,650