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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
2926
$7K ﹤0.01%
392
-431
2927
$7K ﹤0.01%
326
+225
2928
$7K ﹤0.01%
2,829
+756
2929
$7K ﹤0.01%
542
+131
2930
$7K ﹤0.01%
254
-3,909
2931
$7K ﹤0.01%
253
+218
2932
$7K ﹤0.01%
446
2933
$7K ﹤0.01%
89
-126
2934
$6K ﹤0.01%
300
2935
$6K ﹤0.01%
+2,837
2936
$6K ﹤0.01%
58
+38
2937
$6K ﹤0.01%
598
-194
2938
$6K ﹤0.01%
10
+6
2939
$6K ﹤0.01%
337
+294
2940
$6K ﹤0.01%
94
+8
2941
$6K ﹤0.01%
159
-4
2942
$6K ﹤0.01%
569
-6
2943
$6K ﹤0.01%
14
+4
2944
$6K ﹤0.01%
248
-720
2945
$6K ﹤0.01%
104
+83
2946
$6K ﹤0.01%
66
-42
2947
$6K ﹤0.01%
220
+168
2948
$6K ﹤0.01%
345
-455
2949
$6K ﹤0.01%
249
+237
2950
$6K ﹤0.01%
606
+324
116 117
118
119 120