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
2201
$7K ﹤0.01%
700
2202
$7K ﹤0.01%
88
2203
$7K ﹤0.01%
416
+381
2204
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103
2205
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579
2206
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139
2207
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52
2208
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2209
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2210
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541
2211
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3
2212
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2213
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800
2214
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2215
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69
2216
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84
2217
$7K ﹤0.01%
156
2218
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435
2219
$7K ﹤0.01%
34
2220
$7K ﹤0.01%
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2221
$7K ﹤0.01%
98
2222
$7K ﹤0.01%
320
2223
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172
-516
2224
$7K ﹤0.01%
200
2225
$7K ﹤0.01%
239