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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
3351
$3K ﹤0.01%
600
3352
$3K ﹤0.01%
+517
3353
$3K ﹤0.01%
71
3354
$3K ﹤0.01%
109
-113
3355
$3K ﹤0.01%
557
+162
3356
$3K ﹤0.01%
161
+151
3357
$3K ﹤0.01%
95
3358
$3K ﹤0.01%
290
3359
$3K ﹤0.01%
+656
3360
$3K ﹤0.01%
+221
3361
$3K ﹤0.01%
277
-3,901
3362
$3K ﹤0.01%
+49
3363
$3K ﹤0.01%
430
+30
3364
$3K ﹤0.01%
+108
3365
$3K ﹤0.01%
+38
3366
$3K ﹤0.01%
86
+2
3367
$3K ﹤0.01%
88
-169
3368
$3K ﹤0.01%
100
3369
$3K ﹤0.01%
1,256
+1,056
3370
$3K ﹤0.01%
+286
3371
$3K ﹤0.01%
89
-657
3372
$3K ﹤0.01%
377
+301
3373
$3K ﹤0.01%
554
+200
3374
$3K ﹤0.01%
600
+454
3375
$3K ﹤0.01%
411
133 134
135
136 137