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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
3851
$0 ﹤0.01%
8
3852
– –
-314
3853
$0 ﹤0.01%
10
3854
$0 ﹤0.01%
21
3855
$0 ﹤0.01%
2
+1
3856
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-20
3857
– –
-133
3858
$0 ﹤0.01%
2
-6
3859
$0 ﹤0.01%
+120
3860
– –
-175
3861
– –
-42
3862
– –
-26
3863
$0 ﹤0.01%
10
3864
$0 ﹤0.01%
17
3865
$0 ﹤0.01%
+40
3866
$0 ﹤0.01%
22
-46
3867
– –
-90
3868
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-100
3869
– –
-176
3870
– –
-10
3871
– –
-397
3872
$0 ﹤0.01%
22
3873
– –
-4,569
3874
$0 ﹤0.01%
10
3875
$0 ﹤0.01%
+1
153 154
155
156 157