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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
3526
$2K ﹤0.01%
8
-47
3527
$2K ﹤0.01%
+849
3528
$2K ﹤0.01%
129
3529
$2K ﹤0.01%
27
3530
$2K ﹤0.01%
+184
3531
$2K ﹤0.01%
300
3532
$2K ﹤0.01%
497
-1,847
3533
$2K ﹤0.01%
313
+273
3534
$2K ﹤0.01%
888
+382
3535
$2K ﹤0.01%
229
+72
3536
$2K ﹤0.01%
342
+107
3537
$2K ﹤0.01%
+141
3538
$2K ﹤0.01%
117
+115
3539
$2K ﹤0.01%
+102
3540
$2K ﹤0.01%
15
+14
3541
$2K ﹤0.01%
+200
3542
$2K ﹤0.01%
92
-6
3543
$2K ﹤0.01%
529
+348
3544
$2K ﹤0.01%
504
+220
3545
$2K ﹤0.01%
+100
3546
$2K ﹤0.01%
50
3547
$2K ﹤0.01%
15
+6
3548
$2K ﹤0.01%
178
3549
$2K ﹤0.01%
91
-80
3550
$2K ﹤0.01%
73
140 141
142
143 144