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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
2701
$10K ﹤0.01%
400
+200
2702
$10K ﹤0.01%
647
-720
2703
$10K ﹤0.01%
266
-1,007
2704
$10K ﹤0.01%
194
2705
$10K ﹤0.01%
234
-98
2706
$10K ﹤0.01%
140
-127
2707
$10K ﹤0.01%
1,000
-311
2708
$10K ﹤0.01%
3,117
-431
2709
$10K ﹤0.01%
+373
2710
$10K ﹤0.01%
704
2711
$10K ﹤0.01%
301
+190
2712
$10K ﹤0.01%
411
-148
2713
$10K ﹤0.01%
122
+52
2714
$10K ﹤0.01%
228
+40
2715
$10K ﹤0.01%
+72
2716
$10K ﹤0.01%
1,509
2717
$10K ﹤0.01%
121
2718
$9K ﹤0.01%
270
-861
2719
$9K ﹤0.01%
348
-8
2720
$9K ﹤0.01%
304
2721
$9K ﹤0.01%
604
+191
2722
$9K ﹤0.01%
452
-22
2723
$9K ﹤0.01%
1,722
+82
2724
$9K ﹤0.01%
317
+154
2725
$9K ﹤0.01%
1,274
+316
107 108
109
110 111