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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
3676
$1K ﹤0.01%
5
3677
$1K ﹤0.01%
30
+1
3678
$1K ﹤0.01%
24
-11
3679
$1K ﹤0.01%
40
3680
$1K ﹤0.01%
+23
3681
$1K ﹤0.01%
342
-45
3682
$1K ﹤0.01%
16
3683
$1K ﹤0.01%
596
-3,223
3684
$1K ﹤0.01%
226
+51
3685
$1K ﹤0.01%
50
3686
$1K ﹤0.01%
+9
3687
$1K ﹤0.01%
+57
3688
$1K ﹤0.01%
118
+77
3689
$1K ﹤0.01%
37
3690
$1K ﹤0.01%
15
3691
$1K ﹤0.01%
177
3692
$1K ﹤0.01%
25
3693
$1K ﹤0.01%
44
-63
3694
$1K ﹤0.01%
85
3695
$1K ﹤0.01%
+76
3696
$1K ﹤0.01%
19
3697
$1K ﹤0.01%
48
-9
3698
$1K ﹤0.01%
160
3699
$1K ﹤0.01%
43
-7
3700
$1K ﹤0.01%
+103
146 147
148
149 150