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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.6B
AUM Growth
-$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,335
New
Increased
Reduced
Closed

Top Buys

1
+$93.9M
2
+$86.7M
3
+$39.9M
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$35.2M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$33.6M

Top Sells

1
+$89.4M
2
+$87.5M
3
+$42M
4
IYE icon
iShares US Energy ETF
IYE
+$40.9M
5
TPYP icon
Tortoise North American Pipeline ETF
TPYP
+$22.9M

Sector Composition

1 Technology 5.36%
2 Healthcare 4.62%
3 Financials 3.86%
4 Industrials 2.85%
5 Consumer Discretionary 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$14K ﹤0.01%
1,793
-162
2477
$14K ﹤0.01%
17
2478
$14K ﹤0.01%
31,420
2479
$14K ﹤0.01%
326
-470
2480
$14K ﹤0.01%
150
+127
2481
$14K ﹤0.01%
245
+60
2482
$14K ﹤0.01%
536
+204
2483
$14K ﹤0.01%
201
+38
2484
$14K ﹤0.01%
562
+420
2485
$14K ﹤0.01%
793
+324
2486
$14K ﹤0.01%
477
+9
2487
$14K ﹤0.01%
300
2488
$14K ﹤0.01%
1,405
+299
2489
$14K ﹤0.01%
570
+252
2490
$14K ﹤0.01%
245
+165
2491
$14K ﹤0.01%
700
+123
2492
$14K ﹤0.01%
4,760
2493
$14K ﹤0.01%
933
+11
2494
$13K ﹤0.01%
1,494
-218
2495
$13K ﹤0.01%
540
+443
2496
$13K ﹤0.01%
197
-446
2497
$13K ﹤0.01%
368
-12
2498
$13K ﹤0.01%
2,746
+5
2499
$13K ﹤0.01%
199
2500
$13K ﹤0.01%
579
98 99
100
101 102