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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
3426
$2K ﹤0.01%
48
+27
3427
$2K ﹤0.01%
161
3428
$2K ﹤0.01%
135
3429
$2K ﹤0.01%
447
-1,670
3430
$2K ﹤0.01%
85
3431
$2K ﹤0.01%
+51
3432
$2K ﹤0.01%
63
+49
3433
$2K ﹤0.01%
143
3434
$2K ﹤0.01%
+40
3435
$2K ﹤0.01%
+180
3436
$2K ﹤0.01%
+150
3437
$2K ﹤0.01%
89
-98
3438
$2K ﹤0.01%
+59
3439
$2K ﹤0.01%
+56
3440
$2K ﹤0.01%
+113
3441
$2K ﹤0.01%
16
+12
3442
$2K ﹤0.01%
500
-2,436
3443
$2K ﹤0.01%
70
+1
3444
– –
0
3445
$2K ﹤0.01%
141
+15
3446
$2K ﹤0.01%
1,000
3447
$2K ﹤0.01%
270
+213
3448
$2K ﹤0.01%
350
3449
$2K ﹤0.01%
+36
3450
$2K ﹤0.01%
+85
136 137
138
139 140