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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
2651
$11K ﹤0.01%
529
+437
2652
$11K ﹤0.01%
312
2653
$11K ﹤0.01%
281
+5
2654
$10K ﹤0.01%
598
+332
2655
$10K ﹤0.01%
168
+163
2656
$10K ﹤0.01%
1,186
-700
2657
$10K ﹤0.01%
964
2658
$10K ﹤0.01%
305
-219
2659
$10K ﹤0.01%
1,128
+267
2660
$10K ﹤0.01%
1,572
+704
2661
$10K ﹤0.01%
416
2662
$10K ﹤0.01%
845
-188
2663
$10K ﹤0.01%
680
2664
$10K ﹤0.01%
1,281
+781
2665
$10K ﹤0.01%
+408
2666
$10K ﹤0.01%
+556
2667
$10K ﹤0.01%
312
+237
2668
$10K ﹤0.01%
464
-1,000
2669
$10K ﹤0.01%
221
-451
2670
$10K ﹤0.01%
2,491
+817
2671
$10K ﹤0.01%
394
+77
2672
$10K ﹤0.01%
743
-70
2673
$10K ﹤0.01%
443
-1,391
2674
$10K ﹤0.01%
227
2675
$10K ﹤0.01%
192
+185
105 106
107
108 109