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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
3026
$6K ﹤0.01%
100
3027
$5K ﹤0.01%
180
-162
3028
$5K ﹤0.01%
2,050
+50
3029
$5K ﹤0.01%
500
3030
$5K ﹤0.01%
183
+92
3031
$5K ﹤0.01%
601
3032
$5K ﹤0.01%
129
-105
3033
$5K ﹤0.01%
583
-778
3034
$5K ﹤0.01%
830
3035
$5K ﹤0.01%
1,252
+819
3036
$5K ﹤0.01%
170
3037
$5K ﹤0.01%
131
+1
3038
$5K ﹤0.01%
334
3039
$5K ﹤0.01%
692
+558
3040
$5K ﹤0.01%
714
+418
3041
$5K ﹤0.01%
85
3042
$5K ﹤0.01%
200
3043
$5K ﹤0.01%
+400
3044
$5K ﹤0.01%
200
3045
$5K ﹤0.01%
274
3046
$5K ﹤0.01%
183
+90
3047
$5K ﹤0.01%
500
3048
$5K ﹤0.01%
160
3049
$5K ﹤0.01%
326
-32
3050
$5K ﹤0.01%
176
120 121
122
123 124