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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
3951
– –
-326
3952
$0 ﹤0.01%
4
-13
3953
– –
-98
3954
$0 ﹤0.01%
40
3955
– –
-62
3956
$0 ﹤0.01%
+12
3957
$0 ﹤0.01%
+24
3958
$0 ﹤0.01%
+30
3959
$0 ﹤0.01%
12
-270
3960
$0 ﹤0.01%
9
3961
$0 ﹤0.01%
18
3962
– –
-59
3963
$0 ﹤0.01%
+102
3964
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-384
3965
$0 ﹤0.01%
+11
3966
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-11
3967
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0
3968
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-50
3969
– –
-1,870
3970
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-100
3971
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-475
3972
– –
-300
3973
$0 ﹤0.01%
2
3974
– –
-762
3975
– –
-404
157 158
159
160 161