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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
3176
$4K ﹤0.01%
775
-1,603
3177
$4K ﹤0.01%
+177
3178
$4K ﹤0.01%
418
+375
3179
$4K ﹤0.01%
93
+35
3180
$4K ﹤0.01%
+44
3181
$4K ﹤0.01%
350
3182
$4K ﹤0.01%
654
-380
3183
$4K ﹤0.01%
80
+18
3184
$4K ﹤0.01%
223
-61
3185
$4K ﹤0.01%
73
-40
3186
$4K ﹤0.01%
515
+100
3187
$4K ﹤0.01%
713
-1,047
3188
$4K ﹤0.01%
200
3189
$4K ﹤0.01%
1,310
+11
3190
$4K ﹤0.01%
333
+308
3191
$4K ﹤0.01%
1,145
3192
$4K ﹤0.01%
+311
3193
$4K ﹤0.01%
30
3194
$4K ﹤0.01%
174
-379
3195
$4K ﹤0.01%
+344
3196
$4K ﹤0.01%
392
3197
$4K ﹤0.01%
300
3198
$4K ﹤0.01%
70
-36
3199
$4K ﹤0.01%
511
+467
3200
$4K ﹤0.01%
11
126 127
128
129 130