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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
2901
$7K ﹤0.01%
429
+54
2902
$7K ﹤0.01%
433
-115
2903
$7K ﹤0.01%
275
+217
2904
$7K ﹤0.01%
375
+360
2905
$7K ﹤0.01%
620
+119
2906
$7K ﹤0.01%
690
+312
2907
$7K ﹤0.01%
68
-10
2908
$7K ﹤0.01%
541
2909
$7K ﹤0.01%
115
+112
2910
$7K ﹤0.01%
915
+250
2911
$7K ﹤0.01%
167
+28
2912
$7K ﹤0.01%
252
+116
2913
$7K ﹤0.01%
+256
2914
$7K ﹤0.01%
63
+12
2915
$7K ﹤0.01%
692
+239
2916
$7K ﹤0.01%
165
+123
2917
$7K ﹤0.01%
671
2918
$7K ﹤0.01%
150
2919
$7K ﹤0.01%
560
+34
2920
$7K ﹤0.01%
213
+128
2921
$7K ﹤0.01%
339
2922
$7K ﹤0.01%
674
+24
2923
$7K ﹤0.01%
214
-25
2924
$7K ﹤0.01%
694
+476
2925
$7K ﹤0.01%
1,307
+950
115 116
117
118 119