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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
4301
– –
-919
4302
– –
-994
4303
– –
-3
4304
$0 ﹤0.01%
3
-150
4305
– –
-210
4306
$0 ﹤0.01%
5
+1
4307
$0 ﹤0.01%
30
4308
$0 ﹤0.01%
+32
4309
– –
-39
4310
$0 ﹤0.01%
+30
4311
– –
-200
4312
– –
-98
4313
– –
-57
4314
$0 ﹤0.01%
+35
4315
$0 ﹤0.01%
4
4316
– –
0
4317
– –
-77
4318
$0 ﹤0.01%
3
4319
– –
0
4320
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-14
4321
– –
-54
4322
$0 ﹤0.01%
+4
4323
– –
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4324
$0 ﹤0.01%
1
4325
$0 ﹤0.01%
20
170 171 172
173
174