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
426
$71K ﹤0.01%
1,852
-334
427
$71K ﹤0.01%
+2,610
428
$71K ﹤0.01%
+2,723
429
$70K ﹤0.01%
2,431
+124
430
$70K ﹤0.01%
+810
431
$70K ﹤0.01%
+833
432
$68K ﹤0.01%
7,026
433
$67K ﹤0.01%
800
434
$66K ﹤0.01%
1,693
-300
435
$66K ﹤0.01%
+902
436
$66K ﹤0.01%
2,256
437
$66K ﹤0.01%
+885
438
$66K ﹤0.01%
1,683
-90
439
$66K ﹤0.01%
+1,296
440
$65K ﹤0.01%
597
441
$63K ﹤0.01%
2,000
442
$63K ﹤0.01%
7,936
+1,888
443
$62K ﹤0.01%
4,223
+80
444
$62K ﹤0.01%
800
445
$61K ﹤0.01%
926
-55
446
$61K ﹤0.01%
+3,168
447
$61K ﹤0.01%
251
-12
448
$60K ﹤0.01%
1,720
+104
449
$60K ﹤0.01%
580
450
$59K ﹤0.01%
2,034
+12
16 17
18
19 20