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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
3251
$3K ﹤0.01%
29
+8
3252
$3K ﹤0.01%
108
3253
$3K ﹤0.01%
+165
3254
$3K ﹤0.01%
450
3255
$3K ﹤0.01%
+241
3256
$3K ﹤0.01%
116
3257
$3K ﹤0.01%
90
3258
$3K ﹤0.01%
46
-79
3259
$3K ﹤0.01%
+64
3260
$3K ﹤0.01%
1,440
+1,411
3261
$3K ﹤0.01%
262
+38
3262
$3K ﹤0.01%
+200
3263
$3K ﹤0.01%
+480
3264
$3K ﹤0.01%
72
-119
3265
$3K ﹤0.01%
107
+27
3266
$3K ﹤0.01%
50
3267
$3K ﹤0.01%
701
+99
3268
$3K ﹤0.01%
+283
3269
$3K ﹤0.01%
+129
3270
$3K ﹤0.01%
187
-262
3271
$3K ﹤0.01%
374
-535
3272
$3K ﹤0.01%
342
3273
$3K ﹤0.01%
68
+18
3274
$3K ﹤0.01%
380
+330
3275
$3K ﹤0.01%
106
+28
129 130
131
132 133