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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
3276
$3K ﹤0.01%
700
3277
$3K ﹤0.01%
312
3278
$3K ﹤0.01%
182
-485
3279
$3K ﹤0.01%
54
+49
3280
$3K ﹤0.01%
98
+72
3281
$3K ﹤0.01%
1,972
+1,039
3282
$3K ﹤0.01%
+79
3283
$3K ﹤0.01%
110
3284
$3K ﹤0.01%
121
+75
3285
$3K ﹤0.01%
430
3286
$3K ﹤0.01%
283
3287
$3K ﹤0.01%
104
3288
$3K ﹤0.01%
57
3289
$3K ﹤0.01%
400
3290
$3K ﹤0.01%
327
-5,093
3291
$3K ﹤0.01%
122
+47
3292
$3K ﹤0.01%
+79
3293
$3K ﹤0.01%
+81
3294
$3K ﹤0.01%
148
+63
3295
$3K ﹤0.01%
343
3296
$3K ﹤0.01%
119
-279
3297
$3K ﹤0.01%
300
-92
3298
$3K ﹤0.01%
80
+72
3299
$3K ﹤0.01%
115
-78
3300
$3K ﹤0.01%
39
+15
130 131
132
133 134