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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
2626
$11K ﹤0.01%
273
2627
$11K ﹤0.01%
157
-186
2628
$11K ﹤0.01%
315
2629
$11K ﹤0.01%
492
-782
2630
$11K ﹤0.01%
378
+91
2631
$11K ﹤0.01%
6,291
+897
2632
$11K ﹤0.01%
478
2633
$11K ﹤0.01%
814
-799
2634
$11K ﹤0.01%
435
+162
2635
$11K ﹤0.01%
809
-59
2636
$11K ﹤0.01%
416
+357
2637
$11K ﹤0.01%
346
+185
2638
$11K ﹤0.01%
359
+70
2639
$11K ﹤0.01%
441
+371
2640
$11K ﹤0.01%
256
-169
2641
$11K ﹤0.01%
463
+354
2642
$11K ﹤0.01%
166
2643
$11K ﹤0.01%
708
-167
2644
$11K ﹤0.01%
936
+116
2645
$11K ﹤0.01%
233
+42
2646
$11K ﹤0.01%
173
+78
2647
$11K ﹤0.01%
283
+23
2648
$11K ﹤0.01%
55
+28
2649
$11K ﹤0.01%
1,638
-37
2650
$11K ﹤0.01%
661
-31
104 105
106
107 108