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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
3801
$1K ﹤0.01%
472
+397
3802
$1K ﹤0.01%
50
3803
$1K ﹤0.01%
134
3804
$1K ﹤0.01%
30
3805
$1K ﹤0.01%
59
+51
3806
$1K ﹤0.01%
42
3807
$1K ﹤0.01%
+16
3808
$1K ﹤0.01%
121
+32
3809
$1K ﹤0.01%
10
+1
3810
$1K ﹤0.01%
54
-34
3811
$1K ﹤0.01%
+21
3812
$1K ﹤0.01%
+54
3813
$1K ﹤0.01%
44
3814
$1K ﹤0.01%
6
3815
$1K ﹤0.01%
+40
3816
$1K ﹤0.01%
43
-213
3817
$1K ﹤0.01%
53
3818
$1K ﹤0.01%
36
+12
3819
$1K ﹤0.01%
148
+45
3820
$1K ﹤0.01%
50
-27
3821
$1K ﹤0.01%
67
-44
3822
$1K ﹤0.01%
50
3823
$1K ﹤0.01%
28
-124
3824
$1K ﹤0.01%
50
3825
$1K ﹤0.01%
25
-27
151 152
153
154 155