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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
2526
$13K ﹤0.01%
755
-2,513
2527
$13K ﹤0.01%
1,324
+154
2528
$13K ﹤0.01%
337
2529
$13K ﹤0.01%
5,580
+118
2530
$13K ﹤0.01%
1,434
-434
2531
$13K ﹤0.01%
1,922
+166
2532
$13K ﹤0.01%
339
+286
2533
$13K ﹤0.01%
60
+34
2534
$13K ﹤0.01%
1,483
+40
2535
$13K ﹤0.01%
307
+150
2536
$13K ﹤0.01%
262
+8
2537
$13K ﹤0.01%
700
+138
2538
$13K ﹤0.01%
401
2539
$13K ﹤0.01%
2,428
+809
2540
$12K ﹤0.01%
170
+5
2541
$12K ﹤0.01%
+749
2542
$12K ﹤0.01%
263
+13
2543
$12K ﹤0.01%
429
-338
2544
$12K ﹤0.01%
464
+347
2545
$12K ﹤0.01%
339
2546
$12K ﹤0.01%
479
+293
2547
$12K ﹤0.01%
3,258
+2,168
2548
$12K ﹤0.01%
243
2549
$12K ﹤0.01%
349
+306
2550
$12K ﹤0.01%
327
+125
100 101
102
103 104