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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
4276
– –
-125
4277
$0 ﹤0.01%
6
-4
4278
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-189
4279
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4280
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-34
4281
$0 ﹤0.01%
+40
4282
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-400
4283
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33
4284
$0 ﹤0.01%
+3
4285
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-300
4286
$0 ﹤0.01%
8
4287
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-566
4288
$0 ﹤0.01%
+2
4289
– –
-106
4290
– –
0
4291
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-57
4292
– –
-3
4293
$0 ﹤0.01%
1
4294
$0 ﹤0.01%
+1
4295
– –
-997
4296
– –
-24
4297
$0 ﹤0.01%
4
4298
– –
-386
4299
– –
-400
4300
– –
-55
170 171
172
173 174