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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
2551
$12K ﹤0.01%
892
-101
2552
$12K ﹤0.01%
80
+29
2553
$12K ﹤0.01%
1,712
+1,649
2554
$12K ﹤0.01%
579
-138
2555
$12K ﹤0.01%
629
-24
2556
$12K ﹤0.01%
248
2557
$12K ﹤0.01%
637
-126
2558
$12K ﹤0.01%
5,054
2559
$12K ﹤0.01%
280
-62
2560
$12K ﹤0.01%
278
2561
$12K ﹤0.01%
1,696
+1,611
2562
$12K ﹤0.01%
4,284
-427
2563
$12K ﹤0.01%
130
2564
$12K ﹤0.01%
145
+90
2565
$12K ﹤0.01%
358
+52
2566
$12K ﹤0.01%
2,281
+1,382
2567
$12K ﹤0.01%
693
+2
2568
$12K ﹤0.01%
1,709
+61
2569
$12K ﹤0.01%
1,085
+585
2570
$12K ﹤0.01%
166
+72
2571
$12K ﹤0.01%
+322
2572
$12K ﹤0.01%
1,622
2573
$12K ﹤0.01%
530
+435
2574
$12K ﹤0.01%
989
+437
2575
$12K ﹤0.01%
284
+43
101 102
103
104 105