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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
2801
$8K ﹤0.01%
+10,000
2802
$8K ﹤0.01%
209
2803
$8K ﹤0.01%
183
+58
2804
$8K ﹤0.01%
677
+416
2805
$8K ﹤0.01%
142
+1
2806
$8K ﹤0.01%
+218
2807
$8K ﹤0.01%
1,300
+500
2808
$8K ﹤0.01%
132
-158
2809
$8K ﹤0.01%
466
+85
2810
$8K ﹤0.01%
399
2811
$8K ﹤0.01%
97
-70
2812
$8K ﹤0.01%
1,313
-1,849
2813
$8K ﹤0.01%
26
+7
2814
$8K ﹤0.01%
378
+276
2815
$8K ﹤0.01%
1,036
+774
2816
$8K ﹤0.01%
219
+42
2817
$8K ﹤0.01%
329
+9
2818
$8K ﹤0.01%
191
2819
$8K ﹤0.01%
142
+11
2820
$8K ﹤0.01%
449
+305
2821
$8K ﹤0.01%
23
2822
$8K ﹤0.01%
95
-587
2823
$8K ﹤0.01%
191
+25
2824
$8K ﹤0.01%
386
-39
2825
$8K ﹤0.01%
407
+306
111 112
113
114 115