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
2301
$5K ﹤0.01%
575
2302
$5K ﹤0.01%
180
2303
$5K ﹤0.01%
91
2304
$5K ﹤0.01%
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2305
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2306
$5K ﹤0.01%
2,048
2307
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324
2308
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382
2309
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300
2310
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2311
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2312
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2313
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2314
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2315
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2316
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111
2317
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602
2318
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467
2319
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1,000
2320
$5K ﹤0.01%
84
2321
$5K ﹤0.01%
26
2322
$5K ﹤0.01%
137
2323
$5K ﹤0.01%
660
2324
$5K ﹤0.01%
600
2325
$5K ﹤0.01%
70