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
2276
$6K ﹤0.01%
250
2277
$6K ﹤0.01%
334
2278
$6K ﹤0.01%
72
-4
2279
$6K ﹤0.01%
393
2280
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79
2281
$6K ﹤0.01%
676
2282
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147
2283
$6K ﹤0.01%
202
2284
$6K ﹤0.01%
500
2285
$5K ﹤0.01%
410
+384
2286
$5K ﹤0.01%
101
2287
$5K ﹤0.01%
790
2288
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144
2289
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219
2290
$5K ﹤0.01%
400
2291
$5K ﹤0.01%
687
2292
$5K ﹤0.01%
796
2293
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$5K ﹤0.01%
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2295
$5K ﹤0.01%
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2296
$5K ﹤0.01%
660
2297
$5K ﹤0.01%
600
2298
$5K ﹤0.01%
70
2299
$5K ﹤0.01%
72
2300
$5K ﹤0.01%
200