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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
3826
$1K ﹤0.01%
148
+6
3827
$1K ﹤0.01%
18
3828
$1K ﹤0.01%
+56
3829
$1K ﹤0.01%
457
3830
$1K ﹤0.01%
46
-41
3831
$1K ﹤0.01%
120
3832
$1K ﹤0.01%
+48
3833
$1K ﹤0.01%
200
3834
$1K ﹤0.01%
54
-1,458
3835
$1K ﹤0.01%
55
+40
3836
$1K ﹤0.01%
+687
3837
$1K ﹤0.01%
8
3838
$1K ﹤0.01%
9
3839
$1K ﹤0.01%
35
-74
3840
$1K ﹤0.01%
45
3841
$1K ﹤0.01%
+338
3842
$1K ﹤0.01%
59
3843
$1K ﹤0.01%
18
-94
3844
$1K ﹤0.01%
34
-162
3845
$1K ﹤0.01%
80
3846
$1K ﹤0.01%
+100
3847
$1K ﹤0.01%
1
3848
$1K ﹤0.01%
52
-30
3849
$1K ﹤0.01%
275
+91
3850
– –
-2,690
152 153
154
155 156