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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
3501
$2K ﹤0.01%
122
-600
3502
$2K ﹤0.01%
91
-188
3503
$2K ﹤0.01%
89
3504
$2K ﹤0.01%
186
+162
3505
$2K ﹤0.01%
133
+100
3506
$2K ﹤0.01%
17
-3
3507
$2K ﹤0.01%
38
3508
$2K ﹤0.01%
+89
3509
$2K ﹤0.01%
474
3510
$2K ﹤0.01%
144
+74
3511
$2K ﹤0.01%
82
3512
$2K ﹤0.01%
272
+170
3513
$2K ﹤0.01%
450
3514
$2K ﹤0.01%
202
+128
3515
$2K ﹤0.01%
26
3516
$2K ﹤0.01%
100
3517
$2K ﹤0.01%
101
3518
$2K ﹤0.01%
+115
3519
$2K ﹤0.01%
74
-3
3520
$2K ﹤0.01%
450
3521
$2K ﹤0.01%
101
3522
$2K ﹤0.01%
97
-23
3523
$2K ﹤0.01%
401
-40
3524
$2K ﹤0.01%
138
+35
3525
$2K ﹤0.01%
622
+394
139 140
141
142 143