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
2001
$154K ﹤0.01%
1,534
+92
2002
$153K ﹤0.01%
5,957
+5,075
2003
$153K ﹤0.01%
20,982
-805
2004
$153K ﹤0.01%
2,721
-3,249
2005
$152K ﹤0.01%
1,638
+261
2006
$152K ﹤0.01%
1,645
+13
2007
$152K ﹤0.01%
12,431
+38
2008
$152K ﹤0.01%
4,784
+111
2009
$152K ﹤0.01%
2,530
+2,430
2010
$152K ﹤0.01%
3,217
2011
$151K ﹤0.01%
20,094
+3,022
2012
$151K ﹤0.01%
1,583
-72
2013
$151K ﹤0.01%
2,164
-790
2014
$151K ﹤0.01%
13,251
+1,955
2015
$151K ﹤0.01%
3,326
2016
$150K ﹤0.01%
884
-100
2017
$150K ﹤0.01%
7,264
-11,354
2018
$150K ﹤0.01%
13,046
+32
2019
$150K ﹤0.01%
2,161
+481
2020
$149K ﹤0.01%
1,914
-1,133
2021
$149K ﹤0.01%
4,577
+1,800
2022
$149K ﹤0.01%
4,689
+241
2023
$149K ﹤0.01%
3,532
-916
2024
$149K ﹤0.01%
4,359
-1,922
2025
$148K ﹤0.01%
2,987
-100
79 80
81
82 83