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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
3376
$3K ﹤0.01%
+62
3377
$3K ﹤0.01%
105
3378
$3K ﹤0.01%
+87
3379
$3K ﹤0.01%
94
-7
3380
$3K ﹤0.01%
150
3381
$3K ﹤0.01%
+206
3382
$3K ﹤0.01%
75
3383
$3K ﹤0.01%
136
+109
3384
$3K ﹤0.01%
100
3385
$3K ﹤0.01%
102
3386
$3K ﹤0.01%
+327
3387
$3K ﹤0.01%
+41
3388
$3K ﹤0.01%
281
+269
3389
$3K ﹤0.01%
+45
3390
$3K ﹤0.01%
+300
3391
$3K ﹤0.01%
+210
3392
$3K ﹤0.01%
1,306
+10
3393
$3K ﹤0.01%
+57
3394
$3K ﹤0.01%
301
-127
3395
$2K ﹤0.01%
295
+274
3396
$2K ﹤0.01%
+61
3397
$2K ﹤0.01%
90
-272
3398
$2K ﹤0.01%
215
3399
$2K ﹤0.01%
36
-56
3400
$2K ﹤0.01%
150
134 135
136
137 138