Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.95B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,401
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$26.5M
3
+$23.9M
4
APA icon
APA Corp
APA
+$21.9M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$18.5M

Top Sells

1
+$29.7M
2
+$26.8M
3
+$19.9M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$13.9M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$13.6M

Sector Composition

1 Healthcare 10.57%
2 Financials 9.89%
3 Industrials 8.57%
4 Energy 8.41%
5 Technology 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$138K 0.01%
8,768
352
$134K 0.01%
1,140
353
$133K 0.01%
3,624
354
$133K 0.01%
+2,150
355
$131K 0.01%
2,996
+370
356
$131K 0.01%
3,033
-137
357
$130K 0.01%
1,042
358
$128K 0.01%
1,216
+5
359
$127K 0.01%
3,131
-488
360
$126K 0.01%
4,242
-1,063
361
$124K 0.01%
710
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362
$123K 0.01%
1,116
363
$123K 0.01%
2,066
-1,117
364
$122K 0.01%
5,213
+4,800
365
$122K 0.01%
6,139
-383
366
$121K 0.01%
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367
$121K 0.01%
1,371
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368
$120K 0.01%
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-78
369
$119K 0.01%
1,160
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370
$119K 0.01%
2,300
371
$116K 0.01%
1,289
372
$113K 0.01%
+1,972
373
$112K 0.01%
3,081
374
$111K 0.01%
2,860
+60
375
$108K 0.01%
3,600
13 14
15
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