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
2026
$11K ﹤0.01%
346
2027
$11K ﹤0.01%
105
2028
$11K ﹤0.01%
1,558
2029
$11K ﹤0.01%
88
2030
$11K ﹤0.01%
184
2031
$11K ﹤0.01%
1,500
2032
$11K ﹤0.01%
204
2033
$11K ﹤0.01%
765
2034
$11K ﹤0.01%
95
2035
$11K ﹤0.01%
656
2036
$11K ﹤0.01%
191
2037
$11K ﹤0.01%
209
2038
$11K ﹤0.01%
296
2039
$11K ﹤0.01%
663
2040
$11K ﹤0.01%
300
2041
$11K ﹤0.01%
73
2042
$11K ﹤0.01%
600
2043
$11K ﹤0.01%
112
2044
$11K ﹤0.01%
150
2045
$11K ﹤0.01%
565
2046
$11K ﹤0.01%
1,105
2047
$11K ﹤0.01%
297
2048
$11K ﹤0.01%
6
2049
$11K ﹤0.01%
1,199
2050
$11K ﹤0.01%
725