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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
2876
$7K ﹤0.01%
38
-1
2877
$7K ﹤0.01%
300
2878
$7K ﹤0.01%
1,015
-82
2879
$7K ﹤0.01%
546
+83
2880
$7K ﹤0.01%
588
-970
2881
$7K ﹤0.01%
230
+200
2882
$7K ﹤0.01%
244
+3
2883
$7K ﹤0.01%
2,418
-3,499
2884
$7K ﹤0.01%
300
-32
2885
$7K ﹤0.01%
203
+65
2886
$7K ﹤0.01%
298
+61
2887
$7K ﹤0.01%
1,939
+1,418
2888
$7K ﹤0.01%
587
2889
$7K ﹤0.01%
300
2890
$7K ﹤0.01%
244
+235
2891
$7K ﹤0.01%
+365
2892
$7K ﹤0.01%
107
2893
$7K ﹤0.01%
575
2894
$7K ﹤0.01%
272
+50
2895
$7K ﹤0.01%
118
-339
2896
$7K ﹤0.01%
1,068
2897
$7K ﹤0.01%
119
+108
2898
$7K ﹤0.01%
426
2899
$7K ﹤0.01%
216
+58
2900
$7K ﹤0.01%
190
+92
114 115
116
117 118