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
2026
$148K ﹤0.01%
1,354
-11
2027
$148K ﹤0.01%
+3,715
2028
$148K ﹤0.01%
32,425
-1,310
2029
$148K ﹤0.01%
3,419
2030
$148K ﹤0.01%
+2,510
2031
$147K ﹤0.01%
3,090
2032
$147K ﹤0.01%
2,606
+83
2033
$147K ﹤0.01%
2,380
+7
2034
$146K ﹤0.01%
4,704
+1,737
2035
$146K ﹤0.01%
10,991
+4,925
2036
$146K ﹤0.01%
3,272
+23
2037
$146K ﹤0.01%
1,169
+34
2038
$145K ﹤0.01%
9,700
-49
2039
$145K ﹤0.01%
+3,519
2040
$145K ﹤0.01%
3,345
-4,000
2041
$145K ﹤0.01%
53,148
+12,653
2042
$145K ﹤0.01%
2,289
+1,786
2043
$145K ﹤0.01%
5,003
+194
2044
$144K ﹤0.01%
29,567
-9,323
2045
$144K ﹤0.01%
2,456
+193
2046
$144K ﹤0.01%
18,000
2047
$144K ﹤0.01%
40,776
-920
2048
$143K ﹤0.01%
1,917
+1,229
2049
$143K ﹤0.01%
2,263
+69
2050
$143K ﹤0.01%
4,074
80 81
82
83 84