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
1976
$13K ﹤0.01%
130
1977
$13K ﹤0.01%
688
1978
$13K ﹤0.01%
455
1979
$13K ﹤0.01%
200
1980
$12K ﹤0.01%
1,498
1981
$12K ﹤0.01%
+75
1982
$12K ﹤0.01%
592
1983
$12K ﹤0.01%
719
1984
$12K ﹤0.01%
70
1985
$12K ﹤0.01%
1,377
1986
$12K ﹤0.01%
366
1987
$12K ﹤0.01%
156
1988
$12K ﹤0.01%
928
1989
$12K ﹤0.01%
404
1990
$12K ﹤0.01%
46
1991
$12K ﹤0.01%
231
1992
$12K ﹤0.01%
375
1993
$12K ﹤0.01%
86
1994
$12K ﹤0.01%
1,000
1995
$12K ﹤0.01%
443
1996
$12K ﹤0.01%
273
1997
$12K ﹤0.01%
450
1998
$12K ﹤0.01%
18
1999
$12K ﹤0.01%
194
2000
$12K ﹤0.01%
1,000