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
451
$59K ﹤0.01%
1,300
452
$58K ﹤0.01%
800
+200
453
$58K ﹤0.01%
701
+162
454
$58K ﹤0.01%
1,077
455
$58K ﹤0.01%
537
+161
456
$58K ﹤0.01%
726
457
$58K ﹤0.01%
1,120
+81
458
$58K ﹤0.01%
3,091
459
$58K ﹤0.01%
618
460
$56K ﹤0.01%
712
+202
461
$56K ﹤0.01%
652
-123
462
$56K ﹤0.01%
750
463
$56K ﹤0.01%
+2,514
464
$55K ﹤0.01%
850
465
$55K ﹤0.01%
1,094
466
$54K ﹤0.01%
1,513
-4
467
$54K ﹤0.01%
640
468
$54K ﹤0.01%
4,181
+3,255
469
$53K ﹤0.01%
432
+19
470
$52K ﹤0.01%
1,555
-166,820
471
$52K ﹤0.01%
893
472
$52K ﹤0.01%
341
+150
473
$51K ﹤0.01%
9,149
474
$51K ﹤0.01%
+3,912
475
$51K ﹤0.01%
981
17 18
19
20 21