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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
2501
$13K ﹤0.01%
1,323
+142
2502
$13K ﹤0.01%
470
2503
$13K ﹤0.01%
178
+65
2504
$13K ﹤0.01%
300
2505
$13K ﹤0.01%
404
2506
$13K ﹤0.01%
181
+91
2507
$13K ﹤0.01%
319
+200
2508
$13K ﹤0.01%
1,202
2509
$13K ﹤0.01%
221
-2,290
2510
$13K ﹤0.01%
153
+118
2511
$13K ﹤0.01%
475
2512
$13K ﹤0.01%
2,858
-40
2513
$13K ﹤0.01%
221
2514
$13K ﹤0.01%
445
-28
2515
$13K ﹤0.01%
212
+157
2516
$13K ﹤0.01%
2,131
+359
2517
$13K ﹤0.01%
166
+9
2518
$13K ﹤0.01%
1,642
+973
2519
$13K ﹤0.01%
1,581
-13
2520
$13K ﹤0.01%
116
+100
2521
$13K ﹤0.01%
3,381
+238
2522
$13K ﹤0.01%
792
+443
2523
$13K ﹤0.01%
+1,633
2524
$13K ﹤0.01%
800
-8
2525
$13K ﹤0.01%
335
+250
99 100
101
102 103