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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
3601
$1K ﹤0.01%
153
3602
$1K ﹤0.01%
4,450
3603
$1K ﹤0.01%
505
3604
$1K ﹤0.01%
50
3605
$1K ﹤0.01%
100
3606
$1K ﹤0.01%
97
3607
$1K ﹤0.01%
55
3608
$1K ﹤0.01%
51
+11
3609
$1K ﹤0.01%
50
3610
$1K ﹤0.01%
16
-64
3611
$1K ﹤0.01%
66
3612
$1K ﹤0.01%
83
-100
3613
$1K ﹤0.01%
58
3614
$1K ﹤0.01%
19
+9
3615
$1K ﹤0.01%
62
3616
$1K ﹤0.01%
20
3617
$1K ﹤0.01%
+100
3618
$1K ﹤0.01%
+42
3619
$1K ﹤0.01%
521
-3
3620
$1K ﹤0.01%
57
-74
3621
$1K ﹤0.01%
103
-397
3622
$1K ﹤0.01%
36
+15
3623
$1K ﹤0.01%
140
+92
3624
$1K ﹤0.01%
81
+39
3625
$1K ﹤0.01%
44
+24
143 144
145
146 147