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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
3551
$2K ﹤0.01%
50
-211
3552
$2K ﹤0.01%
+128
3553
$2K ﹤0.01%
124
-489
3554
$2K ﹤0.01%
1,000
3555
$2K ﹤0.01%
85
-104
3556
$2K ﹤0.01%
+177
3557
$2K ﹤0.01%
65
-194
3558
$2K ﹤0.01%
57
3559
$2K ﹤0.01%
160
3560
$2K ﹤0.01%
141
3561
$2K ﹤0.01%
22
+14
3562
$2K ﹤0.01%
140
-141
3563
$2K ﹤0.01%
+53
3564
$2K ﹤0.01%
135
+10
3565
$2K ﹤0.01%
+80
3566
$2K ﹤0.01%
38
-183
3567
$2K ﹤0.01%
56
3568
$2K ﹤0.01%
85
+49
3569
$2K ﹤0.01%
80
-101
3570
$2K ﹤0.01%
+160
3571
$2K ﹤0.01%
84
+75
3572
$2K ﹤0.01%
81
-111
3573
$2K ﹤0.01%
158
3574
$2K ﹤0.01%
115
+81
3575
$2K ﹤0.01%
162
-467
141 142
143
144 145