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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
3726
$1K ﹤0.01%
157
-16
3727
$1K ﹤0.01%
17
+11
3728
$1K ﹤0.01%
60
3729
$1K ﹤0.01%
152
3730
$1K ﹤0.01%
+20
3731
$1K ﹤0.01%
7
3732
$1K ﹤0.01%
102
3733
$1K ﹤0.01%
11
+3
3734
$1K ﹤0.01%
11
-3
3735
$1K ﹤0.01%
+29
3736
$1K ﹤0.01%
+26
3737
$1K ﹤0.01%
86
+52
3738
$1K ﹤0.01%
125
3739
$1K ﹤0.01%
24
+15
3740
$1K ﹤0.01%
19
-50
3741
$1K ﹤0.01%
+102
3742
$1K ﹤0.01%
300
3743
$1K ﹤0.01%
35
3744
$1K ﹤0.01%
66
3745
$1K ﹤0.01%
+100
3746
$1K ﹤0.01%
76
3747
$1K ﹤0.01%
52
-425
3748
$1K ﹤0.01%
57
3749
$1K ﹤0.01%
+35
3750
$1K ﹤0.01%
+176
148 149
150
151 152