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
2076
$10K ﹤0.01%
81
2077
$10K ﹤0.01%
121
2078
$10K ﹤0.01%
300
2079
$10K ﹤0.01%
56
2080
$10K ﹤0.01%
70
2081
$10K ﹤0.01%
998
2082
$10K ﹤0.01%
529
2083
$10K ﹤0.01%
225
2084
$10K ﹤0.01%
500
2085
$10K ﹤0.01%
462
2086
$10K ﹤0.01%
72
2087
$10K ﹤0.01%
196
2088
$10K ﹤0.01%
2,550
2089
$10K ﹤0.01%
324
2090
$10K ﹤0.01%
165
2091
$10K ﹤0.01%
407
2092
$10K ﹤0.01%
704
2093
$10K ﹤0.01%
253
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%
325
2100
$9K ﹤0.01%
1,000