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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
3926
– –
-30
3927
$0 ﹤0.01%
22
3928
$0 ﹤0.01%
25
3929
$0 ﹤0.01%
13
3930
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2
3931
$0 ﹤0.01%
421
+200
3932
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-100
3933
$0 ﹤0.01%
40
-9
3934
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-10,048
3935
$0 ﹤0.01%
+131
3936
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3937
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3938
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0
3939
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3940
$0 ﹤0.01%
4
-54
3941
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-1
3942
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-322
3943
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-1,003
3944
– –
-8,420
3945
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3946
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-622
3947
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-80
3948
– –
-3
3949
$0 ﹤0.01%
15
3950
$0 ﹤0.01%
+1
156 157
158
159 160