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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
3201
$4K ﹤0.01%
89
-159
3202
$4K ﹤0.01%
207
+51
3203
$4K ﹤0.01%
378
+319
3204
$4K ﹤0.01%
180
-153
3205
$4K ﹤0.01%
456
3206
$4K ﹤0.01%
101
-42
3207
$4K ﹤0.01%
+265
3208
$4K ﹤0.01%
697
+388
3209
$4K ﹤0.01%
+254
3210
$4K ﹤0.01%
347
3211
$4K ﹤0.01%
+183
3212
$4K ﹤0.01%
408
+172
3213
$4K ﹤0.01%
352
3214
$4K ﹤0.01%
774
-796
3215
$4K ﹤0.01%
67
+35
3216
$4K ﹤0.01%
50
3217
$4K ﹤0.01%
1,196
+196
3218
$4K ﹤0.01%
41
+32
3219
$4K ﹤0.01%
+1,777
3220
$4K ﹤0.01%
480
+390
3221
$4K ﹤0.01%
159
3222
$4K ﹤0.01%
1,597
+937
3223
$4K ﹤0.01%
+425
3224
$4K ﹤0.01%
55
3225
$4K ﹤0.01%
69
+56
127 128
129
130 131