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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
3326
$3K ﹤0.01%
1,020
3327
$3K ﹤0.01%
98
-268
3328
$3K ﹤0.01%
943
-1,438
3329
$3K ﹤0.01%
+156
3330
$3K ﹤0.01%
119
+98
3331
$3K ﹤0.01%
125
3332
$3K ﹤0.01%
98
-12
3333
$3K ﹤0.01%
494
3334
$3K ﹤0.01%
29
3335
$3K ﹤0.01%
+137
3336
$3K ﹤0.01%
206
+7
3337
$3K ﹤0.01%
200
3338
$3K ﹤0.01%
76
-14
3339
$3K ﹤0.01%
660
+360
3340
$3K ﹤0.01%
58
3341
$3K ﹤0.01%
135
-2,563
3342
$3K ﹤0.01%
312
3343
$3K ﹤0.01%
41
-25
3344
$3K ﹤0.01%
333
3345
$3K ﹤0.01%
368
+105
3346
$3K ﹤0.01%
92
+42
3347
$3K ﹤0.01%
119
+2
3348
$3K ﹤0.01%
63
+30
3349
$3K ﹤0.01%
253
+215
3350
$3K ﹤0.01%
433
+158
132 133
134
135 136