We are live on ! Find out more
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
3401
$2K ﹤0.01%
+1,320
3402
$2K ﹤0.01%
41
+11
3403
$2K ﹤0.01%
217
-67
3404
$2K ﹤0.01%
+118
3405
$2K ﹤0.01%
+230
3406
$2K ﹤0.01%
+177
3407
$2K ﹤0.01%
24
3408
$2K ﹤0.01%
665
-400
3409
$2K ﹤0.01%
+159
3410
$2K ﹤0.01%
+67
3411
$2K ﹤0.01%
200
-133
3412
$2K ﹤0.01%
65
3413
$2K ﹤0.01%
+171
3414
$2K ﹤0.01%
+1,000
3415
$2K ﹤0.01%
33
-101
3416
$2K ﹤0.01%
+234
3417
$2K ﹤0.01%
987
+935
3418
$2K ﹤0.01%
152
3419
$2K ﹤0.01%
670
3420
$2K ﹤0.01%
55
3421
$2K ﹤0.01%
+198
3422
$2K ﹤0.01%
200
-11,800
3423
$2K ﹤0.01%
+93
3424
$2K ﹤0.01%
+54
3425
$2K ﹤0.01%
2,400
135 136
137
138 139