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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
3901
– –
-50
3902
$0 ﹤0.01%
3
3903
– –
-16,073
3904
– –
-723
3905
$0 ﹤0.01%
10
-2
3906
$0 ﹤0.01%
27
+13
3907
$0 ﹤0.01%
50
3908
– –
-25
3909
$0 ﹤0.01%
63
3910
$0 ﹤0.01%
+1,333
3911
$0 ﹤0.01%
15
3912
– –
-490
3913
$0 ﹤0.01%
+3
3914
$0 ﹤0.01%
310
3915
$0 ﹤0.01%
8
3916
$0 ﹤0.01%
+1,500
3917
$0 ﹤0.01%
17
3918
$0 ﹤0.01%
103
-1,170
3919
$0 ﹤0.01%
+1
3920
– –
-149
3921
– –
-200
3922
– –
-400
3923
– –
-1,232
3924
– –
-25
3925
– –
-86
155 156
157
158 159