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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
4051
$0 ﹤0.01%
+33
4052
– –
-242
4053
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-20
4054
$0 ﹤0.01%
13
4055
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+11
4056
$0 ﹤0.01%
33
4057
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17
4058
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40
4059
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4060
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200
-100
4061
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-640
4062
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4063
$0 ﹤0.01%
10
-4,092
4064
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4065
$0 ﹤0.01%
31
-238
4066
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-102
4067
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-174
4068
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4069
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4070
$0 ﹤0.01%
6
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$0 ﹤0.01%
10
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4072
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4073
$0 ﹤0.01%
2
-10
4074
$0 ﹤0.01%
+16
4075
– –
-17
161 162
163
164 165