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
2026
$11K ﹤0.01%
62
2027
$11K ﹤0.01%
164
2028
$11K ﹤0.01%
1,199
2029
$11K ﹤0.01%
725
2030
$11K ﹤0.01%
+290
2031
$11K ﹤0.01%
728
2032
$11K ﹤0.01%
305
2033
$11K ﹤0.01%
230
2034
$11K ﹤0.01%
1,124
2035
$11K ﹤0.01%
204
2036
$11K ﹤0.01%
765
2037
$11K ﹤0.01%
95
2038
$11K ﹤0.01%
328
2039
$11K ﹤0.01%
140
2040
$11K ﹤0.01%
487
2041
$11K ﹤0.01%
850
2042
$11K ﹤0.01%
616
2043
$11K ﹤0.01%
656
2044
$11K ﹤0.01%
191
2045
$11K ﹤0.01%
209
2046
$11K ﹤0.01%
346
2047
$11K ﹤0.01%
105
2048
$11K ﹤0.01%
1,558
2049
$11K ﹤0.01%
88
2050
$11K ﹤0.01%
184