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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
3701
$1K ﹤0.01%
37
+13
3702
$1K ﹤0.01%
25
3703
$1K ﹤0.01%
+36
3704
$1K ﹤0.01%
100
+28
3705
$1K ﹤0.01%
584
-4,751
3706
$1K ﹤0.01%
+81
3707
$1K ﹤0.01%
31
3708
$1K ﹤0.01%
32
3709
$1K ﹤0.01%
+845
3710
$1K ﹤0.01%
+510
3711
$1K ﹤0.01%
50
3712
$1K ﹤0.01%
+90
3713
$1K ﹤0.01%
+185
3714
$1K ﹤0.01%
35
-55
3715
$1K ﹤0.01%
77
3716
$1K ﹤0.01%
3
3717
$1K ﹤0.01%
203
-1,174
3718
$1K ﹤0.01%
54
+23
3719
$1K ﹤0.01%
42
3720
$1K ﹤0.01%
+20
3721
$1K ﹤0.01%
95
-403
3722
$1K ﹤0.01%
503
3723
$1K ﹤0.01%
11
3724
$1K ﹤0.01%
+100
3725
$1K ﹤0.01%
+43
147 148
149
150 151