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
2176
$8K ﹤0.01%
400
2177
$8K ﹤0.01%
93
+70
2178
$8K ﹤0.01%
2,794
2179
$8K ﹤0.01%
12
2180
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2181
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2182
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2183
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7
2185
$7K ﹤0.01%
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2186
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2187
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2188
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182
2189
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95
2190
$7K ﹤0.01%
1,965
2191
$7K ﹤0.01%
+105
2192
$7K ﹤0.01%
500
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112
2194
$7K ﹤0.01%
400
2195
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700
2196
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88
2197
$7K ﹤0.01%
416
+381
2198
$7K ﹤0.01%
103
2199
$7K ﹤0.01%
579
2200
$7K ﹤0.01%
139