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
2126
$9K ﹤0.01%
138
2127
$9K ﹤0.01%
87
2128
$9K ﹤0.01%
309
2129
$9K ﹤0.01%
602
2130
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187
2131
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1,150
2132
$8K ﹤0.01%
453
2133
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2134
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108
2135
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462
2136
$8K ﹤0.01%
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$8K ﹤0.01%
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521
2139
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2140
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2141
$8K ﹤0.01%
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2142
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2143
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2146
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2147
$8K ﹤0.01%
66
2148
$8K ﹤0.01%
420
2149
$8K ﹤0.01%
700
2150
$8K ﹤0.01%
1,007