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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
2676
$10K ﹤0.01%
119
+63
2677
$10K ﹤0.01%
219
+48
2678
$10K ﹤0.01%
1,959
+1,608
2679
$10K ﹤0.01%
324
+283
2680
$10K ﹤0.01%
+1,190
2681
$10K ﹤0.01%
78
+15
2682
$10K ﹤0.01%
1,496
+618
2683
$10K ﹤0.01%
393
+320
2684
$10K ﹤0.01%
475
2685
$10K ﹤0.01%
379
+68
2686
$10K ﹤0.01%
752
+104
2687
$10K ﹤0.01%
188
+26
2688
$10K ﹤0.01%
220
+25
2689
$10K ﹤0.01%
89
+51
2690
$10K ﹤0.01%
190
-60
2691
$10K ﹤0.01%
282
+99
2692
$10K ﹤0.01%
380
-10
2693
$10K ﹤0.01%
320
+47
2694
$10K ﹤0.01%
433
+333
2695
$10K ﹤0.01%
150
2696
$10K ﹤0.01%
603
-28
2697
$10K ﹤0.01%
585
2698
$10K ﹤0.01%
1,192
-433
2699
$10K ﹤0.01%
+336
2700
$10K ﹤0.01%
4,516
106 107
108
109 110