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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
3776
$1K ﹤0.01%
+106
3777
$1K ﹤0.01%
86
-393
3778
$1K ﹤0.01%
9
-80
3779
$1K ﹤0.01%
22
-72
3780
$1K ﹤0.01%
45
3781
$1K ﹤0.01%
30
-181
3782
$1K ﹤0.01%
44
-53
3783
$1K ﹤0.01%
+135
3784
$1K ﹤0.01%
6
-1
3785
$1K ﹤0.01%
+94
3786
$1K ﹤0.01%
70
-255
3787
$1K ﹤0.01%
12
3788
$1K ﹤0.01%
56
-290
3789
$1K ﹤0.01%
75
+29
3790
$1K ﹤0.01%
52
3791
$1K ﹤0.01%
+42
3792
$1K ﹤0.01%
380
3793
$1K ﹤0.01%
272
+122
3794
$1K ﹤0.01%
19
3795
$1K ﹤0.01%
30
3796
$1K ﹤0.01%
30
3797
$1K ﹤0.01%
37
-154
3798
$1K ﹤0.01%
28
3799
$1K ﹤0.01%
+50
3800
$1K ﹤0.01%
27
150 151
152
153 154