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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
3101
$5K ﹤0.01%
508
-42
3102
$5K ﹤0.01%
48
+10
3103
$5K ﹤0.01%
+54
3104
$5K ﹤0.01%
444
-7,887
3105
$5K ﹤0.01%
47
+11
3106
$5K ﹤0.01%
+172
3107
$5K ﹤0.01%
181
-20
3108
$5K ﹤0.01%
301
3109
$5K ﹤0.01%
190
3110
$5K ﹤0.01%
459
+58
3111
$5K ﹤0.01%
38
+12
3112
$5K ﹤0.01%
532
+366
3113
$5K ﹤0.01%
119
+109
3114
$5K ﹤0.01%
238
3115
$5K ﹤0.01%
+1,875
3116
$5K ﹤0.01%
+483
3117
$5K ﹤0.01%
1,350
3118
$5K ﹤0.01%
509
+132
3119
$5K ﹤0.01%
761
+672
3120
$5K ﹤0.01%
263
-362
3121
$4K ﹤0.01%
500
3122
$4K ﹤0.01%
99
-375
3123
$4K ﹤0.01%
96
+69
3124
$4K ﹤0.01%
40
+31
3125
$4K ﹤0.01%
236
+8
123 124
125
126 127