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
1976
$13K ﹤0.01%
200
1977
$13K ﹤0.01%
455
1978
$13K ﹤0.01%
200
1979
$13K ﹤0.01%
243
1980
$12K ﹤0.01%
235
1981
$12K ﹤0.01%
1,498
1982
$12K ﹤0.01%
+75
1983
$12K ﹤0.01%
70
1984
$12K ﹤0.01%
1,377
1985
$12K ﹤0.01%
366
1986
$12K ﹤0.01%
156
1987
$12K ﹤0.01%
928
1988
$12K ﹤0.01%
404
1989
$12K ﹤0.01%
46
1990
$12K ﹤0.01%
231
1991
$12K ﹤0.01%
375
1992
$12K ﹤0.01%
86
1993
$12K ﹤0.01%
1,000
1994
$12K ﹤0.01%
443
1995
$12K ﹤0.01%
273
1996
$12K ﹤0.01%
450
1997
$12K ﹤0.01%
592
1998
$12K ﹤0.01%
719
1999
$12K ﹤0.01%
18
2000
$12K ﹤0.01%
194