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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
3626
$1K ﹤0.01%
100
-200
3627
$1K ﹤0.01%
+34
3628
$1K ﹤0.01%
187
3629
$1K ﹤0.01%
48
+20
3630
$1K ﹤0.01%
+16
3631
$1K ﹤0.01%
183
-39
3632
$1K ﹤0.01%
+78
3633
$1K ﹤0.01%
47
3634
$1K ﹤0.01%
46
+17
3635
$1K ﹤0.01%
48
3636
$1K ﹤0.01%
+141
3637
$1K ﹤0.01%
25
3638
$1K ﹤0.01%
+100
3639
$1K ﹤0.01%
35
3640
$1K ﹤0.01%
+91
3641
$1K ﹤0.01%
99
-44
3642
$1K ﹤0.01%
214
-180
3643
$1K ﹤0.01%
100
-202
3644
$1K ﹤0.01%
90
3645
$1K ﹤0.01%
49
3646
$1K ﹤0.01%
13
3647
$1K ﹤0.01%
6
3648
$1K ﹤0.01%
7
3649
$1K ﹤0.01%
72
-3,428
3650
$1K ﹤0.01%
52
+13
144 145
146
147 148