Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.95B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,401
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$26.5M
3
+$23.9M
4
APA icon
APA Corp
APA
+$21.9M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$18.5M

Top Sells

1
+$29.7M
2
+$26.8M
3
+$19.9M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$13.9M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$13.6M

Sector Composition

1 Healthcare 10.57%
2 Financials 9.89%
3 Industrials 8.57%
4 Energy 8.41%
5 Technology 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$106K 0.01%
748
+79
377
$106K 0.01%
2,005
378
$106K 0.01%
+1,058
379
$102K 0.01%
6,432
380
$102K 0.01%
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381
$101K 0.01%
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382
$100K 0.01%
8,032
383
$100K 0.01%
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384
$98K 0.01%
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385
$97K 0.01%
489
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386
$97K 0.01%
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$97K 0.01%
1,238
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388
$96K ﹤0.01%
2,189
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$94K ﹤0.01%
1,092
-46
390
$94K ﹤0.01%
862
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391
$92K ﹤0.01%
546
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$91K ﹤0.01%
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$90K ﹤0.01%
730
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2,176
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395
$89K ﹤0.01%
1,097
+161
396
$89K ﹤0.01%
2,800
397
$88K ﹤0.01%
852
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398
$88K ﹤0.01%
1,753
-220
399
$88K ﹤0.01%
1,663
-300
400
$87K ﹤0.01%
601
+82
14 15
16
17 18