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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
3451
$2K ﹤0.01%
68
+46
3452
$2K ﹤0.01%
182
3453
$2K ﹤0.01%
+76
3454
$2K ﹤0.01%
73
+48
3455
$2K ﹤0.01%
303
+213
3456
$2K ﹤0.01%
85
3457
$2K ﹤0.01%
+200
3458
$2K ﹤0.01%
173
+146
3459
$2K ﹤0.01%
+8,320
3460
$2K ﹤0.01%
273
3461
$2K ﹤0.01%
166
+56
3462
$2K ﹤0.01%
50
3463
$2K ﹤0.01%
+653
3464
$2K ﹤0.01%
80
+11
3465
$2K ﹤0.01%
82
+22
3466
$2K ﹤0.01%
25
3467
$2K ﹤0.01%
+159
3468
$2K ﹤0.01%
271
3469
$2K ﹤0.01%
518
+500
3470
$2K ﹤0.01%
1,000
3471
$2K ﹤0.01%
287
+113
3472
$2K ﹤0.01%
+74
3473
$2K ﹤0.01%
101
+53
3474
$2K ﹤0.01%
+61
3475
$2K ﹤0.01%
126
137 138
139
140 141