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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
3151
$4K ﹤0.01%
85
3152
$4K ﹤0.01%
+67
3153
$4K ﹤0.01%
100
3154
$4K ﹤0.01%
43
+36
3155
$4K ﹤0.01%
65
3156
$4K ﹤0.01%
772
+158
3157
$4K ﹤0.01%
+192
3158
$4K ﹤0.01%
1,100
-959
3159
$4K ﹤0.01%
113
-183
3160
$4K ﹤0.01%
179
-1,750
3161
$4K ﹤0.01%
+180
3162
$4K ﹤0.01%
217
+207
3163
$4K ﹤0.01%
56
+40
3164
$4K ﹤0.01%
263
3165
$4K ﹤0.01%
33
+24
3166
$4K ﹤0.01%
88
+60
3167
$4K ﹤0.01%
156
3168
$4K ﹤0.01%
50
3169
$4K ﹤0.01%
+168
3170
$4K ﹤0.01%
+242
3171
$4K ﹤0.01%
+386
3172
$4K ﹤0.01%
213
-162
3173
$4K ﹤0.01%
292
-471
3174
$4K ﹤0.01%
133
-193
3175
$4K ﹤0.01%
+164
125 126
127
128 129