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
1926
$14K ﹤0.01%
1,292
1927
$14K ﹤0.01%
394
1928
$14K ﹤0.01%
164
1929
$14K ﹤0.01%
793
1930
$14K ﹤0.01%
1,722
1931
$14K ﹤0.01%
302
1932
$14K ﹤0.01%
193
1933
$14K ﹤0.01%
127
1934
$14K ﹤0.01%
160
1935
$14K ﹤0.01%
1,031
1936
$14K ﹤0.01%
54
1937
$14K ﹤0.01%
1,000
1938
$14K ﹤0.01%
1,463
1939
$14K ﹤0.01%
1,470
1940
$14K ﹤0.01%
1,064
1941
$13K ﹤0.01%
341
1942
$13K ﹤0.01%
330
1943
$13K ﹤0.01%
96
1944
$13K ﹤0.01%
270
1945
$13K ﹤0.01%
126
1946
$13K ﹤0.01%
1,233
1947
$13K ﹤0.01%
1,417
1948
$13K ﹤0.01%
491
1949
$13K ﹤0.01%
579
1950
$13K ﹤0.01%
109