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%
40
2277
$6K ﹤0.01%
300
2278
$6K ﹤0.01%
250
2279
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334
2280
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72
-4
2281
$6K ﹤0.01%
393
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120
2283
$6K ﹤0.01%
53
2284
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79
2285
$5K ﹤0.01%
410
+384
2286
$5K ﹤0.01%
101
2287
$5K ﹤0.01%
467
2288
$5K ﹤0.01%
1,000
2289
$5K ﹤0.01%
84
2290
$5K ﹤0.01%
41
2291
$5K ﹤0.01%
43
2292
$5K ﹤0.01%
+158
2293
$5K ﹤0.01%
300
2294
$5K ﹤0.01%
602
2295
$5K ﹤0.01%
128
2296
$5K ﹤0.01%
26
2297
$5K ﹤0.01%
137
2298
$5K ﹤0.01%
111
2299
$5K ﹤0.01%
200
2300
$5K ﹤0.01%
111