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
1926
$14K ﹤0.01%
164
1927
$14K ﹤0.01%
793
1928
$14K ﹤0.01%
1,722
1929
$14K ﹤0.01%
302
1930
$14K ﹤0.01%
193
1931
$14K ﹤0.01%
127
1932
$14K ﹤0.01%
160
1933
$14K ﹤0.01%
1,031
1934
$14K ﹤0.01%
54
1935
$14K ﹤0.01%
1,000
1936
$14K ﹤0.01%
1,463
1937
$14K ﹤0.01%
1,470
1938
$14K ﹤0.01%
1,064
1939
$14K ﹤0.01%
1,292
1940
$14K ﹤0.01%
394
1941
$13K ﹤0.01%
491
1942
$13K ﹤0.01%
579
1943
$13K ﹤0.01%
109
1944
$13K ﹤0.01%
229
1945
$13K ﹤0.01%
733
1946
$13K ﹤0.01%
122
1947
$13K ﹤0.01%
400
1948
$13K ﹤0.01%
44
1949
$13K ﹤0.01%
100
1950
$13K ﹤0.01%
602