Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$24.1B
AUM Growth
+$852M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,293
New
Increased
Reduced
Closed

Top Buys

1
+$91.8M
2
+$86M
3
+$45.3M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$41.3M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$38.1M

Top Sells

1
+$110M
2
+$47.7M
3
+$34.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$34.1M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$29M

Sector Composition

1 Technology 8.88%
2 Financials 3.88%
3 Consumer Discretionary 3.32%
4 Healthcare 3.13%
5 Communication Services 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$159K ﹤0.01%
2,942
+459
1977
$159K ﹤0.01%
28,393
+2,330
1978
$159K ﹤0.01%
1,830
+170
1979
$158K ﹤0.01%
3,030
-323
1980
$158K ﹤0.01%
1,304
+104
1981
$158K ﹤0.01%
3,903
+101
1982
$158K ﹤0.01%
1,174
-24
1983
$158K ﹤0.01%
5,026
-22
1984
$158K ﹤0.01%
5,668
+1,095
1985
$157K ﹤0.01%
+8,425
1986
$157K ﹤0.01%
2,569
-197
1987
$156K ﹤0.01%
5,698
+3,241
1988
$156K ﹤0.01%
12,857
+556
1989
$156K ﹤0.01%
6,759
-837
1990
$156K ﹤0.01%
1,560
-103
1991
$156K ﹤0.01%
628
-64
1992
$155K ﹤0.01%
11,718
+821
1993
$155K ﹤0.01%
11,845
-70
1994
$155K ﹤0.01%
1,568
+66
1995
$155K ﹤0.01%
1,986
+375
1996
$155K ﹤0.01%
3,494
-38,900
1997
$155K ﹤0.01%
+5,061
1998
$154K ﹤0.01%
4,766
+398
1999
$154K ﹤0.01%
2,292
-399
2000
$154K ﹤0.01%
2,698
-153
78 79
80
81 82