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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
2776
$9K ﹤0.01%
434
+167
2777
$9K ﹤0.01%
333
-599
2778
$9K ﹤0.01%
330
+6
2779
$9K ﹤0.01%
1,092
+133
2780
$9K ﹤0.01%
563
+2
2781
$9K ﹤0.01%
510
2782
$9K ﹤0.01%
1,021
+26
2783
$9K ﹤0.01%
613
+462
2784
$9K ﹤0.01%
59
-108
2785
$9K ﹤0.01%
210
+30
2786
$9K ﹤0.01%
619
+57
2787
$8K ﹤0.01%
164
-244
2788
$8K ﹤0.01%
508
+490
2789
$8K ﹤0.01%
1,234
-78
2790
$8K ﹤0.01%
475
+130
2791
$8K ﹤0.01%
412
+22
2792
$8K ﹤0.01%
94
+1
2793
$8K ﹤0.01%
58
-15
2794
$8K ﹤0.01%
347
+217
2795
$8K ﹤0.01%
257
+68
2796
$8K ﹤0.01%
1,288
+1,005
2797
$8K ﹤0.01%
139
-145
2798
$8K ﹤0.01%
211
+7
2799
$8K ﹤0.01%
209
+104
2800
$8K ﹤0.01%
+287
110 111
112
113 114