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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
2851
$8K ﹤0.01%
816
+175
2852
$8K ﹤0.01%
337
+22
2853
$8K ﹤0.01%
259
+3
2854
$8K ﹤0.01%
2,100
-1,612
2855
$8K ﹤0.01%
+171
2856
$8K ﹤0.01%
677
2857
$8K ﹤0.01%
393
+136
2858
$8K ﹤0.01%
825
-783
2859
$8K ﹤0.01%
2,000
2860
$8K ﹤0.01%
412
2861
$8K ﹤0.01%
101
+41
2862
$8K ﹤0.01%
498
+192
2863
$8K ﹤0.01%
667
+459
2864
$8K ﹤0.01%
206
-97
2865
$8K ﹤0.01%
594
+422
2866
$8K ﹤0.01%
614
-327
2867
$8K ﹤0.01%
+168
2868
$8K ﹤0.01%
285
+83
2869
$8K ﹤0.01%
308
2870
$7K ﹤0.01%
+194
2871
$7K ﹤0.01%
234
2872
$7K ﹤0.01%
331
-30
2873
$7K ﹤0.01%
219
+170
2874
$7K ﹤0.01%
305
+6
2875
$7K ﹤0.01%
223
+32
113 114
115
116 117