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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
3576
$2K ﹤0.01%
372
3577
$2K ﹤0.01%
185
3578
$2K ﹤0.01%
211
+11
3579
$1K ﹤0.01%
192
3580
$1K ﹤0.01%
71
-3
3581
$1K ﹤0.01%
19
3582
$1K ﹤0.01%
30
3583
$1K ﹤0.01%
34
3584
$1K ﹤0.01%
111
-224
3585
$1K ﹤0.01%
95
3586
$1K ﹤0.01%
167
3587
$1K ﹤0.01%
+63
3588
$1K ﹤0.01%
+40
3589
$1K ﹤0.01%
43
3590
$1K ﹤0.01%
12
-91
3591
$1K ﹤0.01%
+16
3592
$1K ﹤0.01%
1,000
3593
$1K ﹤0.01%
99
-274
3594
$1K ﹤0.01%
77
+38
3595
$1K ﹤0.01%
+6
3596
$1K ﹤0.01%
40
3597
$1K ﹤0.01%
+20
3598
$1K ﹤0.01%
50
3599
$1K ﹤0.01%
103
3600
$1K ﹤0.01%
833
-140
142 143
144
145 146