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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
2151
$8K ﹤0.01%
178
2152
$8K ﹤0.01%
454
2153
$8K ﹤0.01%
221
2154
$8K ﹤0.01%
79
2155
$8K ﹤0.01%
66
2156
$8K ﹤0.01%
453
2157
$8K ﹤0.01%
38
2158
$8K ﹤0.01%
164
2159
$8K ﹤0.01%
603
2160
$8K ﹤0.01%
200
2161
$8K ﹤0.01%
300
2162
$8K ﹤0.01%
300
2163
$8K ﹤0.01%
32
2164
$8K ﹤0.01%
28
2165
$8K ﹤0.01%
278
2166
$8K ﹤0.01%
150
2167
$8K ﹤0.01%
400
2168
$8K ﹤0.01%
93
+70
2169
$8K ﹤0.01%
700
2170
$8K ﹤0.01%
1,007
2171
$8K ﹤0.01%
2,794
2172
$8K ﹤0.01%
12
2173
$8K ﹤0.01%
797
2174
$8K ﹤0.01%
15
2175
$8K ﹤0.01%
179