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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
3126
$4K ﹤0.01%
111
3127
$4K ﹤0.01%
204
-1,560
3128
$4K ﹤0.01%
324
+26
3129
$4K ﹤0.01%
499
-710
3130
$4K ﹤0.01%
312
+259
3131
$4K ﹤0.01%
282
3132
$4K ﹤0.01%
81
+1
3133
$4K ﹤0.01%
21
-24
3134
$4K ﹤0.01%
101
-31
3135
$4K ﹤0.01%
212
-173
3136
$4K ﹤0.01%
156
3137
$4K ﹤0.01%
218
-118
3138
$4K ﹤0.01%
1,000
-100
3139
$4K ﹤0.01%
+86
3140
$4K ﹤0.01%
564
+361
3141
$4K ﹤0.01%
67
+26
3142
$4K ﹤0.01%
48
3143
$4K ﹤0.01%
204
-2,391
3144
$4K ﹤0.01%
+238
3145
$4K ﹤0.01%
100
3146
$4K ﹤0.01%
86
-94
3147
$4K ﹤0.01%
667
+459
3148
$4K ﹤0.01%
+43
3149
$4K ﹤0.01%
+134
3150
$4K ﹤0.01%
789
+727
124 125
126
127 128