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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
3876
– –
-619
3877
$0 ﹤0.01%
14
3878
$0 ﹤0.01%
+1,000
3879
$0 ﹤0.01%
7
3880
$0 ﹤0.01%
28
3881
– –
-600
3882
$0 ﹤0.01%
+1,250
3883
$0 ﹤0.01%
+4
3884
– –
-74
3885
– –
-237
3886
$0 ﹤0.01%
86
3887
– –
-200
3888
$0 ﹤0.01%
20
-5
3889
$0 ﹤0.01%
23
+22
3890
$0 ﹤0.01%
132
-100
3891
$0 ﹤0.01%
499
3892
$0 ﹤0.01%
+4
3893
$0 ﹤0.01%
+17
3894
$0 ﹤0.01%
100
3895
$0 ﹤0.01%
8
3896
$0 ﹤0.01%
21
-2,230
3897
$0 ﹤0.01%
+89
3898
– –
-13
3899
$0 ﹤0.01%
5
3900
– –
-227
154 155
156
157 158