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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
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
2426
$4K ﹤0.01%
112
2427
$4K ﹤0.01%
27
2428
$4K ﹤0.01%
116
2429
$4K ﹤0.01%
22
2430
$4K ﹤0.01%
20
2431
$3K ﹤0.01%
174
2432
$3K ﹤0.01%
74
2433
$3K ﹤0.01%
91
2434
$3K ﹤0.01%
34
2435
$3K ﹤0.01%
777
2436
$3K ﹤0.01%
535
2437
$3K ﹤0.01%
200
2438
$3K ﹤0.01%
37
2439
$3K ﹤0.01%
33
2440
$3K ﹤0.01%
206
2441
$3K ﹤0.01%
135
2442
$3K ﹤0.01%
102
2443
$3K ﹤0.01%
41
2444
$3K ﹤0.01%
98
2445
$3K ﹤0.01%
77
2446
$3K ﹤0.01%
35
2447
$3K ﹤0.01%
109
2448
$3K ﹤0.01%
25
2449
$3K ﹤0.01%
147
2450
$3K ﹤0.01%
106