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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
3076
$5K ﹤0.01%
125
3077
$5K ﹤0.01%
1,813
-250
3078
$5K ﹤0.01%
101
+94
3079
$5K ﹤0.01%
87
+23
3080
$5K ﹤0.01%
201
-7
3081
$5K ﹤0.01%
121
3082
$5K ﹤0.01%
134
+89
3083
$5K ﹤0.01%
232
+32
3084
$5K ﹤0.01%
579
3085
$5K ﹤0.01%
300
+255
3086
$5K ﹤0.01%
154
+75
3087
$5K ﹤0.01%
163
+150
3088
$5K ﹤0.01%
+201
3089
$5K ﹤0.01%
+200
3090
$5K ﹤0.01%
225
+223
3091
$5K ﹤0.01%
345
+129
3092
$5K ﹤0.01%
+9
3093
$5K ﹤0.01%
200
3094
$5K ﹤0.01%
111
3095
$5K ﹤0.01%
777
+181
3096
$5K ﹤0.01%
405
+193
3097
$5K ﹤0.01%
83
3098
$5K ﹤0.01%
178
3099
$5K ﹤0.01%
125
-110
3100
$5K ﹤0.01%
169
122 123
124
125 126