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
1851
$17K ﹤0.01%
679
1852
$17K ﹤0.01%
260
1853
$17K ﹤0.01%
1,180
+944
1854
$17K ﹤0.01%
1,052
1855
$17K ﹤0.01%
150
1856
$17K ﹤0.01%
126
1857
$16K ﹤0.01%
775
1858
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53
1859
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745
1860
$16K ﹤0.01%
120
1861
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112
1862
$16K ﹤0.01%
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1863
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198
1864
$16K ﹤0.01%
489
1865
$16K ﹤0.01%
612
1866
$16K ﹤0.01%
30
1867
$16K ﹤0.01%
334
1868
$16K ﹤0.01%
4,108
1869
$16K ﹤0.01%
360
1870
$16K ﹤0.01%
2,002
1871
$16K ﹤0.01%
657
1872
$16K ﹤0.01%
166
1873
$16K ﹤0.01%
731
1874
$16K ﹤0.01%
1,731
1875
$16K ﹤0.01%
529