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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
3651
$1K ﹤0.01%
55
3652
$1K ﹤0.01%
+250
3653
$1K ﹤0.01%
+24
3654
$1K ﹤0.01%
149
3655
$1K ﹤0.01%
+200
3656
$1K ﹤0.01%
50
-212
3657
$1K ﹤0.01%
121
-12
3658
$1K ﹤0.01%
+320
3659
$1K ﹤0.01%
19
-25
3660
$1K ﹤0.01%
+45
3661
$1K ﹤0.01%
54
3662
$1K ﹤0.01%
+96
3663
$1K ﹤0.01%
34
+21
3664
$1K ﹤0.01%
+31
3665
$1K ﹤0.01%
14
3666
$1K ﹤0.01%
3
3667
$1K ﹤0.01%
19
3668
$1K ﹤0.01%
407
3669
$1K ﹤0.01%
28
3670
$1K ﹤0.01%
30
3671
– –
0
3672
$1K ﹤0.01%
85
+50
3673
$1K ﹤0.01%
+104
3674
$1K ﹤0.01%
26
-35
3675
$1K ﹤0.01%
24
145 146
147
148 149