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
3,045
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
1901
$15K ﹤0.01%
260
1902
$15K ﹤0.01%
470
1903
$15K ﹤0.01%
246
1904
$15K ﹤0.01%
719
1905
$15K ﹤0.01%
506
1906
$15K ﹤0.01%
200
1907
$15K ﹤0.01%
380
1908
$15K ﹤0.01%
400
1909
$15K ﹤0.01%
864
1910
$15K ﹤0.01%
2,000
1911
$15K ﹤0.01%
332
1912
$15K ﹤0.01%
337
1913
$15K ﹤0.01%
2,394
1914
$15K ﹤0.01%
500
1915
$15K ﹤0.01%
967
1916
$15K ﹤0.01%
418
1917
$15K ﹤0.01%
90
1918
$15K ﹤0.01%
859
1919
$15K ﹤0.01%
3,504
1920
$14K ﹤0.01%
305
1921
$14K ﹤0.01%
346
1922
$14K ﹤0.01%
211
1923
$14K ﹤0.01%
506
1924
$14K ﹤0.01%
175
1925
$14K ﹤0.01%
840