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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
3476
$2K ﹤0.01%
107
3477
$2K ﹤0.01%
206
+3
3478
$2K ﹤0.01%
+221
3479
$2K ﹤0.01%
687
3480
$2K ﹤0.01%
450
3481
$2K ﹤0.01%
379
+1
3482
$2K ﹤0.01%
345
+245
3483
$2K ﹤0.01%
100
3484
$2K ﹤0.01%
149
-112
3485
$2K ﹤0.01%
88
+1
3486
$2K ﹤0.01%
735
-248
3487
$2K ﹤0.01%
+67
3488
$2K ﹤0.01%
85
+52
3489
$2K ﹤0.01%
+207
3490
$2K ﹤0.01%
55
3491
$2K ﹤0.01%
100
-528
3492
$2K ﹤0.01%
1,050
3493
$2K ﹤0.01%
+400
3494
$2K ﹤0.01%
32
3495
$2K ﹤0.01%
36
+25
3496
$2K ﹤0.01%
50
3497
$2K ﹤0.01%
136
3498
$2K ﹤0.01%
46
-128
3499
$2K ﹤0.01%
300
3500
$2K ﹤0.01%
183
138 139
140
141 142