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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
3751
$1K ﹤0.01%
23
+5
3752
$1K ﹤0.01%
29
3753
$1K ﹤0.01%
100
-50
3754
$1K ﹤0.01%
56
+3
3755
$1K ﹤0.01%
89
+53
3756
$1K ﹤0.01%
+21
3757
$1K ﹤0.01%
+26
3758
$1K ﹤0.01%
+36
3759
$1K ﹤0.01%
32
3760
$1K ﹤0.01%
+48
3761
$1K ﹤0.01%
+110
3762
$1K ﹤0.01%
205
3763
$1K ﹤0.01%
28
-77
3764
$1K ﹤0.01%
+28
3765
$1K ﹤0.01%
7
-16
3766
$1K ﹤0.01%
+27
3767
$1K ﹤0.01%
+50
3768
$1K ﹤0.01%
100
-34
3769
$1K ﹤0.01%
+9
3770
$1K ﹤0.01%
+30
3771
$1K ﹤0.01%
38
-14
3772
$1K ﹤0.01%
108
+98
3773
$1K ﹤0.01%
+108
3774
$1K ﹤0.01%
+23
3775
$1K ﹤0.01%
80
+36
149 150
151
152 153