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
2076
$10K ﹤0.01%
238
2077
$10K ﹤0.01%
154
2078
$10K ﹤0.01%
333
2079
$10K ﹤0.01%
287
2080
$10K ﹤0.01%
2,265
2081
$10K ﹤0.01%
10
2082
$10K ﹤0.01%
2,504
-109
2083
$10K ﹤0.01%
81
2084
$10K ﹤0.01%
121
2085
$10K ﹤0.01%
300
2086
$10K ﹤0.01%
56
2087
$10K ﹤0.01%
2,550
2088
$10K ﹤0.01%
324
2089
$10K ﹤0.01%
165
2090
$10K ﹤0.01%
407
2091
$10K ﹤0.01%
704
2092
$10K ﹤0.01%
253
2093
$10K ﹤0.01%
70
2094
$10K ﹤0.01%
+590
2095
$10K ﹤0.01%
322
2096
$10K ﹤0.01%
111
2097
$10K ﹤0.01%
210
2098
$10K ﹤0.01%
470
2099
$9K ﹤0.01%
581
2100
$9K ﹤0.01%
80