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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
2601
$11K ﹤0.01%
328
-201
2602
$11K ﹤0.01%
+820
2603
$11K ﹤0.01%
355
+178
2604
$11K ﹤0.01%
698
2605
$11K ﹤0.01%
564
2606
$11K ﹤0.01%
193
+119
2607
$11K ﹤0.01%
794
+464
2608
$11K ﹤0.01%
1,220
2609
$11K ﹤0.01%
435
+75
2610
$11K ﹤0.01%
1,000
2611
$11K ﹤0.01%
96
+33
2612
$11K ﹤0.01%
1,500
+904
2613
$11K ﹤0.01%
1,079
-252
2614
$11K ﹤0.01%
+507
2615
$11K ﹤0.01%
1,966
-1,078
2616
$11K ﹤0.01%
128
-228
2617
$11K ﹤0.01%
1,049
-598
2618
$11K ﹤0.01%
182
+117
2619
$11K ﹤0.01%
283
+113
2620
$11K ﹤0.01%
443
2621
$11K ﹤0.01%
357
-325
2622
$11K ﹤0.01%
3,998
+2,242
2623
$11K ﹤0.01%
1,157
+774
2624
$11K ﹤0.01%
1,534
-573
2625
$11K ﹤0.01%
1,170
-485
103 104
105
106 107