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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
3001
$6K ﹤0.01%
266
+181
3002
$6K ﹤0.01%
201
3003
$6K ﹤0.01%
177
+168
3004
$6K ﹤0.01%
1,007
3005
$6K ﹤0.01%
86
+63
3006
$6K ﹤0.01%
43
3007
$6K ﹤0.01%
+1,200
3008
$6K ﹤0.01%
43
-84
3009
$6K ﹤0.01%
426
+159
3010
$6K ﹤0.01%
1,448
-181
3011
$6K ﹤0.01%
393
+16
3012
$6K ﹤0.01%
225
3013
$6K ﹤0.01%
36
3014
$6K ﹤0.01%
+176
3015
$6K ﹤0.01%
165
3016
$6K ﹤0.01%
418
3017
$6K ﹤0.01%
178
-18
3018
$6K ﹤0.01%
74
+1
3019
$6K ﹤0.01%
150
3020
$6K ﹤0.01%
+398
3021
$6K ﹤0.01%
227
3022
$6K ﹤0.01%
+1,670
3023
$6K ﹤0.01%
+80
3024
$6K ﹤0.01%
284
-1,406
3025
$6K ﹤0.01%
172
+19
119 120
121
122 123