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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
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
2051
$10K ﹤0.01%
250
2052
$10K ﹤0.01%
225
2053
$10K ﹤0.01%
500
2054
$10K ﹤0.01%
1,025
2055
$10K ﹤0.01%
134
2056
$10K ﹤0.01%
104
2057
$10K ﹤0.01%
137
2058
$10K ﹤0.01%
861
2059
$10K ﹤0.01%
189
2060
$10K ﹤0.01%
1,480
2061
$10K ﹤0.01%
400
2062
$10K ﹤0.01%
535
2063
$10K ﹤0.01%
237
2064
$10K ﹤0.01%
460
2065
$10K ﹤0.01%
584
2066
$10K ﹤0.01%
104
2067
$10K ﹤0.01%
20
2068
$10K ﹤0.01%
210
2069
$10K ﹤0.01%
500
2070
$10K ﹤0.01%
342
2071
$10K ﹤0.01%
47
2072
$10K ﹤0.01%
238
2073
$10K ﹤0.01%
154
2074
$10K ﹤0.01%
333
2075
$10K ﹤0.01%
287