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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
2826
$8K ﹤0.01%
189
-24
2827
$8K ﹤0.01%
762
+18
2828
$8K ﹤0.01%
81
+37
2829
$8K ﹤0.01%
391
+96
2830
$8K ﹤0.01%
116
+107
2831
$8K ﹤0.01%
169
2832
$8K ﹤0.01%
1,119
+65
2833
$8K ﹤0.01%
457
+232
2834
$8K ﹤0.01%
600
2835
$8K ﹤0.01%
100
2836
$8K ﹤0.01%
379
-131
2837
$8K ﹤0.01%
514
+247
2838
$8K ﹤0.01%
437
+11
2839
$8K ﹤0.01%
199
+69
2840
$8K ﹤0.01%
26
2841
$8K ﹤0.01%
204
+113
2842
$8K ﹤0.01%
431
-163
2843
$8K ﹤0.01%
664
+222
2844
$8K ﹤0.01%
850
2845
$8K ﹤0.01%
341
2846
$8K ﹤0.01%
334
+51
2847
$8K ﹤0.01%
310
+100
2848
$8K ﹤0.01%
1,850
2849
$8K ﹤0.01%
723
+600
2850
$8K ﹤0.01%
432
+21
112 113
114
115 116